Developing a Family Enterprise Governance Model
Apr 21 2019
The Need for a Formal Governance Process
As the family grows, decision-making moves from the dining table to the board room and family members are often reluctant to...
FOXCast: Adapting to Change in the Great Transfer of Wealth
Apr 09 2019
In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Business. ...
Why the Next Generation of Leaders are So Important
Apr 08 2019
Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.
As wealth owners shift gears to succession planning...
Pre-College Guidance – Making Good Choices Amidst College Admission Scandals
Apr 05 2019
There can be immense pressure surrounding the college application and acceptance process. For students, this decision is concentrated on the right school, the right academic...
Who Will be the Advisor of the Future?
Apr 02 2019
A lot has been said about the new generation of advisors. For the most part the narrative is about how they are different from their Baby Boomer predecessors. At times these...
Raising a Healthy, Wealthy, and Wise Generation
Apr 01 2019
What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic – in the form of answers...
Wealth Management as a Second Family Business
Mar 25 2019
Evolving from Business Owner to Financial Family
Families held together by a family-controlled business share a feeling of pride about the business. Their identity as a...
What’s Top of Mind for FOX Financial Executive Council Members?
Mar 12 2019
FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs,...
Mar 07 2019
As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help...
How Successful Advisors are Preparing for Clients in Transition
Mar 05 2019
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...