Preparing the Rising Generation for Leadership

Aug 07 2019
What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising generation for...

Under-Saved and Overconfident: A Glance at the Economy

Aug 07 2019
Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, large portions...

Building a More Resilient Custom Home

Jul 25 2019
Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net worth families...

Addressing the Complexities of Communication and Family Learning

Jul 17 2019
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also...

Tips for Family Vacation Home Succession Planning

Jul 11 2019
A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildren grow. The...

FOXCast: Is it Time for a Life Insurance Audit?

Jul 02 2019
What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on why it might be...

Key Insights and Opportunities from the Values-Aligned Investing Survey

Jun 28 2019
Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongly that it was...

Technology Trends for Family Offices

Jun 24 2019
Danielle Valkner is the US Family Office Leader at PwC and works with a diverse range of family offices advising on finance effectiveness and reporting, process...

FOXCast: A No-Regrets Approach to Philanthropy

Jun 21 2019
In this episode, we talk to Susan Colpitts at Signature Family Wealth Advisors about approaching estate planning in a way that alleviates anxiety and seriousness through...

Cyber Vulnerability Assessments & Penetration Testing: Tools, Techniques and Best Practices

Jun 21 2019
Below is an excerpt of an article that originally appeared on BDO.com   Cyber-attacks and their success rate in network breaches are increasing in frequency and...