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...

Holiday Party Planning — Risk Management Considerations

Dec 20 2018
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition...

Has the Private Trust Company Structure Delivered on its Promise?

Dec 03 2018
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as...

Infographic: Family Office Employee Retention and Loyalty

Nov 26 2018
Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and...

How Successful Advisors are Preparing for Clients in Transition

Nov 15 2018
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...

Onboarding the Next Generation of Family Council Members

Nov 12 2018
Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look like for them...

Water Damage: Protecting Valuables and Property from the Most Frequent Disruptor

Nov 08 2018
While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main risk of water...

Building a Sustainable Family Enterprise

Nov 06 2018
Measuring success Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metrics of...

Tackling the One, Two, Threes of Family Office Services

Oct 30 2018
*/ Optimizing Services Performed by the Family Office Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the...

Global Risks and Opportunities for the Family Enterprise

Oct 16 2018
The global risk landscape is shifting. Ten years ago, the most critical risks were related to the global financial crisis and the economic challenges created for governments...