What’s Top of Mind for FOX Financial Executive Council Members?

Mar 12 2019
FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs,...

What is a Wealth Coach?

Mar 07 2019
As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help...

How Successful Advisors are Preparing for Clients in Transition

Mar 05 2019
Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics that will transform how...

Approaching Prenuptial Agreements Positively

Feb 19 2019
Advantages of a Prenuptual Agreement Prenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to protect...

Growing Interest in Forging a Direct Investment Path

Feb 13 2019
I am excited for the upcoming signature FOX Investment event of the year - the 2019 FOX Global Investment Forum, which takes place in New York, March 13-14. We will be...

2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy

Feb 11 2019
We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantrill, to discuss...

Risk Mitigation Strategies for the Private Trust Company

Feb 04 2019
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private...

5 Strategies to Encourage Engagement Across All Generations

Feb 01 2019
Adapted from an article in Trust & Estates. Crafting an Entrepreneurial Vision When there’s disruption, there’s opportunity. Therefore, it’s important that successful...

Choosing a Coach to Unlock Your Leadership Potential

Jan 18 2019
Engaging a coach can be an effective way to develop your leadership skills, engage more effectively with your teams, and accelerate your career development. FOX recently sat...

Is it Time to Consider Forming a Private Trust Company?

Jan 09 2019
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience...