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...

Wildfires: Preparing Your Family and Property Ahead of Disaster

Oct 05 2018
An ounce of prevention is worth a pound of cure. -Benjamin Franklin You’ve seen the news- wildfires are becoming a common occurrence. So much so that the term “megafire” is...

Why Family Office Boards are Indispensable

Sep 26 2018
Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to families. A...

The Coming Great Transformation in the Global Macro Environment

Sep 25 2018
Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of these forces...

Family Office Advisors Thinking Outside the Box: Finding Innovative Solutions to Common Problems

Sep 21 2018
As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside the proverbial...