FOX Series

The Case for Meeting In-Person

Aug 31, 2012
FOX offers a number of learning events throughout the year. Some, like our webinars, are online, while others, like our annual FOX Fall Forum, are in ...

The Power of the Client Service Experience

Aug 29, 2012
I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales an...

Richard Haass and the Challenges Facing the Next Generation

Aug 23, 2012
FOX is pleased to welcome Dr. Richard Haass back as a keynote speaker for this year’s Fall Forum.Dr. Haass is the president of the Council on Foreign ...

Mark Halperin and The Substance, Drama and Consequence of Modern Politics

Aug 09, 2012
We are pleased to announce that Time Senior Political Correspondent Mark Halperin will be delivering a keynote address at this year’s FOX Fall Forum. ...

Pioneering a Directory of Leading Wealth Advisors

Aug 03, 2012
Family Office Exchange is known for pioneering initiatives that provide unique insights to wealth owners and wealth advisors. Our latest innovation is...

Effectively Dealing with Uncertainty

Jul 06, 2012
Last week we released our latest study, "Building a Family Enterprise Plan to Deal with Future Uncertainty." Based on the press coverage and level of ...

Taking the Longer-Term View on Family Capital

Jun 27, 2012
Our members gathered at the FOX Global Investment Forum last month to discuss investment opportunities and the benefits of taking a longer-term view i...

Is Good Service Good Enough?

May 24, 2012
Advisors to wealthy families are nothing if not solicitous. For nearly two-thirds of FOX multi-family office members, “quality of client servici...

Introducing the FOX Wealth Center Blog

May 07, 2012
You’re right. The last thing the world needs is another blog. This will change your mind.The world of family offices is full of complex issues a...