The Taxable Investor’s Manifesto: Insights into a Quiet Revolution

Oct 28 2020
Taxable investors need to think differently. Here Stuart Lucas, Co-Managing Partner and Chief Investment Officer at Wealth Strategist Partners, tells us why, and also how to...

The World in 2050: Water, Food and Clean Tech

Oct 28 2020
While families have a growing desire to participate in impact investing, return profiles have had the reputation for being lower to other asset classes. But this is changing...

Building a Strategic View of the Family’s Future

Oct 28 2020
One question facing families and family offices today is how to build a strategic long-term view of your family’s future. Scott Peppet, President at Chai Trust Company, says...

Rebuilding Economies

Oct 28 2020
FOX hosts a panel on “Rebuilding Economies,” and invites Ivo Daadler, President of Chicago Council on Global Affairs and John Dionne, Senior Lecturer at Harvard Business...

The Rising Generations’ Relationship With Money

Oct 27 2020
How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives tips, tools...

Building a Diverse Team

Oct 27 2020
Successive generations want to leave a legacy, and are looking at future prospects and pathways for the family office to be a more diverse workplace. Why does diversity...

Family Office Value, Cost, and Complexity Factors

Oct 27 2020
FOX recently conducted a research project to study how family offices explain their value to clients, as well as to look at the complexity and cost allocation of family...

Building Trust and Consensus in the Family

Oct 27 2020
The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Leadership...

Industrial Revolution 4.0 in the Family Office – The Digital Age and Future of Technology

Oct 21 2020
Responding Swiftly to the Pandemic Challenge Leading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants....

The Rising Generation’s Relationship with Money

Oct 21 2020
Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The Rising...