Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming
Feb 25 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these...
Rising Gen Roles in the Family System: The Challenges and Opportunities
Jan 28 2021
My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 30s, and 40s...
Jan 04 2021
2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. While it’s...
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...