Growing Interest in Forging a Direct Investment Path
Feb 13 2019
Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.
Family offices are forging ahead—increasing their...
2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy
Feb 11 2019
We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantrill, to discuss...
Risk Mitigation Strategies for the Private Trust Company
Feb 04 2019
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private...
5 Strategies to Encourage Engagement Across All Generations
Feb 01 2019
Adapted from an article in Trust & Estates.
Crafting an Entrepreneurial Vision
When there’s disruption, there’s opportunity. Therefore, it’s important that successful...
Choosing a Coach to Unlock Your Leadership Potential
Jan 18 2019
Engaging a coach can be an effective way to develop your leadership skills, engage more effectively with your teams, and accelerate your career development. FOX recently sat...
Is it Time to Consider Forming a Private Trust Company?
Jan 09 2019
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience...
Holiday Party Planning — Risk Management Considerations
Dec 20 2018
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition...
Has the Private Trust Company Structure Delivered on its Promise?
Dec 03 2018
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as...
Infographic: Family Office Employee Retention and Loyalty
Nov 26 2018
Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and...
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...