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...

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. As a member of the rising gen living in today’s complex, rapidly changing...

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 the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that...

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...

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...