The Benefits of Coaching for Rising Gen Leadership

Sep 20 2018
Greg McCann is a certified leadership coach and is founder and principal of McCann & Associates. He’s also presenting on "The Benefits of Coaching" for Leadership at the...

Is “Impact Investing” the new norm?

Sep 10 2018
Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment managers managing...

Why I Left ETFs to Join a Crypto Asset Manager

Sep 04 2018
Matt Hougan was the CEO of ETF.com, a three-time member of the Barron’s ETF Roundtable, and the co-author of the CFA Institute’s Monograph on ETFs. He was also a presenter at...

10 Reasons to Start a Family Office

Aug 31 2018
I have been traveling in Central and Latin America recently, meeting successful business owning families who feel that they have “become bigger than their business”. They...

Three Tips for Staying Ahead of the Bad Guys – Security Awareness

Aug 22 2018
This summer we hosted our first FOX Family Security Workshop. According to attendees, security is currently one of their top concerns. We brought together industry experts to...

Has the Private Trust Company Structure Delivered on its Promise?

Aug 17 2018
In February, we held our 2018 Private Trust Company Workshop where 130 attendees managing or overseeing a Private Trust Company (PTC) or exploring the PTC option were joined...

What’s on the Minds of the Leading Families in Latin America

Aug 15 2018
Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of the region's...

Creating an Effective Team for the Family Office

Aug 14 2018
The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family office is an...

Longevity and its Implications on the Ultra-Wealthy

Jul 24 2018
The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and...

The Recipe for a Successful Family Meeting

Jul 16 2018
Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning likely began long...