Addressing the Complexities of Communication and Family Learning

Jul 17 2019
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also...

Tips for Family Vacation Home Succession Planning

Jul 11 2019
A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildren grow. The...

FOXCast: Is it Time for a Life Insurance Audit?

Jul 02 2019
What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on why it might be...

Key Insights and Opportunities from the Values-Aligned Investing Survey

Jun 28 2019
Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongly that it was...

Technology Trends for Family Offices

Jun 24 2019
Danielle Valkner is the US Family Office Leader at PwC and works with a diverse range of family offices advising on finance effectiveness and reporting, process...

FOXCast: A No-Regrets Approach to Philanthropy

Jun 21 2019
In this episode, we talk to Susan Colpitts at Signature Family Wealth Advisors about approaching estate planning in a way that alleviates anxiety and seriousness through...

Cyber Vulnerability Assessments & Penetration Testing: Tools, Techniques and Best Practices

Jun 21 2019
Below is an excerpt of an article that originally appeared on BDO.com   Cyber-attacks and their success rate in network breaches are increasing in frequency and...

An Uptick in IPOs and Private Equity Exits

Jun 20 2019
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny...

What are the Biggest HR Challenges for Family Offices?

Jun 18 2019
Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why family...

FOXCast: The Art of Investing for Families

Jun 10 2019
In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as investment...