Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.
Dec 17 2020
Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her.
As a long-term professional in the family office, I was...
The Top 5 Myths of Impact Investing
Dec 09 2020
There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social and...
Insider Tips for Choosing the Right Insurance Advisor
Dec 01 2020
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs, but also...
Key Takeaways from the FOX Rising Gen Forum
Oct 29 2020
FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key takeaways from...
Family Office Talent and Technology Solutions
Oct 29 2020
As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of 2020. This...
Turbocharging Your Family Council
Oct 29 2020
In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Consulting Group...
The Big Five Wealth Preservation Principles
Oct 29 2020
Maarten de Groot, Enterprise Family Researcher at Vu Amsterdam University School of Business, and also the CEO of a single family office Eligius, explores why the rate of...
From Jedi to Yoda - Preparing for Leadership Succession
Oct 29 2020
Preparing for leadership succession may be the single most important planning element for a family and family office. Ivan Lansberg, Co-Founder and Senior Partner, Lansberg-...
Families, Philanthropy, and Impact
Oct 28 2020
As impact philanthropy becomes more important to families, they are further engaging in the issues facing their communities. Here Nadia Roumani, Co-Founder and Senior...
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...