FOX Series

The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Leadership Curriculum, and Mindy Earley, Chief Learning Officer at FOX address the critical value of trust and provide us with important tips t...

Responding Swiftly to the Pandemic ChallengeLeading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants. Nonetheless, adoption remained relatively low, as technology simply wasn’t at the top of most family office priority lists. But h...

Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The Rising Generations’ Relationship With Money—at next week’s FOX Family Forum.This short video will give you a preview of how Nathan frames ...

Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilience and recovery, and offers some best practices to foster resilience and recovery in these unprecedented times.Resilience is the capacity to recover, ...

Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current thinking and approaches to impact investing.In the last 5-7 years, families have shown a strong interest in these areas:Technology ...

Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the development of state-of-the-art five person submersibles.With his family’s wealth behind him, Rush had the capacity to “meander” his way through various...

One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three examples of how partnership is key to the success of the family office:Family LearningOne family office worked with their adviso...

With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be certain tax and estate planning changes are coming.Here Mark Harder (Partner at Warner Norcross & Judd LLP) and Jamie Sanders...

Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.In short, efficiencies means doing things quickly and with productivity, in a way that makes sense and is user friendly. Lawson recommends looking at things very specifical...

Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help determine core competencies, and to understand clearly what should be insourced and outsourced.Mallernee examines the family office “...