FOXCast: Historical Imagination for Family Preservation

Sep 11 2019
In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in researching...

FOXCast: Family Meetings are Where Expectations are Set and Trust is Reinforced

Aug 29 2019
In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.With over 20 years of...

Seven Ways to Keep the Peace when Gifting a Vacation Home to Family Members

Aug 27 2019
Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?" "How...

Eight Questions to Ask Yourself Upon Becoming a Trustee of a Family Trust

Aug 27 2019
Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in managing a family’s...

FOXCast: Managing Risk for Yachts, Megayachts, Superyachts, and Gigayachts

Aug 23 2019
The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing...

Infographic: Reasons Why Ultra-Wealth Providers Are Changing Their Brand Names

Aug 22 2019
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How Many Family Offices are there in the United States?

Aug 09 2019
At Family Office Exchange (FOX), one of the questions we hear most frequently is: “How many single family offices are there?” Unfortunately, there is not a clear answer....

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...