Emergency Preparedness for Passions

Feb 25 2020
The world watched in disbelief last spring as fire ripped through the cathedral of Notre-Dame de Paris. The spire and roof were destroyed, but the structure’s stone ceiling...

Championing the Future: The Leadership Role of the Family Office in Family Education

Jan 15 2020
Previously published in Family Business Magazine   Dramatic change is on the horizon, and multigenerational businesses are facing critical transition issues as ownership in...

Timely Advice: Are Your Watches Protected?

Jan 06 2020
In November 2019, a Patek Philippe “Grandmaster” watch fetched $31 million at Christie’s Geneva. This result was more than 10 times the pre-sale estimate, establishing a new...

Year in Review: Top FOX Content of 2019

Dec 06 2019
Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learning.

Built to Last? Risks and Recommendations for Maintaining Older Homes

Dec 04 2019
Owners of historic homes often become guardians of the meticulous craftmanship of bygone eras. But sometimes there are purposeful reasons why “they don’t make them like they...

Give Your Family the Gift of Family Legacy for the Holidays

Nov 25 2019
The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connected, convey...

A Unique Mission to Ensure Equal Representation of Women and Men in Senior Management

Nov 11 2019
When exploring the landscape of culture in today’s workplace there is a company that stands out. Recently featured in a FOXCast, Mark Galante, President, Field Operations,...

FOXCast: Private Equity Fund and Direct Investing in Today's Market

Nov 05 2019
In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office investment...

Addressing Risk Management for the Global Family

Oct 17 2019
Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citizens....

FOXCast: Philanthropy and Next Generation Success

Oct 08 2019
In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating...