Amidst all the doom and gloom of European austerity and the general anxiety about the continent’s future, there is considerable evidence that Europe remains surp...

Follow effective action with quiet reflection. From the quiet reflection will come even more effective action. -Peter Drucker

On November 29, 2012, the Commodity Futures Trading Commission issued a No-Action letter exempting family offices from registration as Commodity Pool Operators. ...

Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When done well,...

In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countries around t...

Last week we held the annual FOX Fall Forum in Chicago. Coming as it did in the run up to a U.S. presidential election and with a number of significant tax polic...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence secu...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence secu...

Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family continuity an...

FOX offers a number of learning events throughout the year. Some, like our webinars, are online, while others, like our annual FOX Fall Forum, are in person. Bot...

I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales and service m...

FOX is pleased to welcome Dr. Richard Haass back as a keynote speaker for this year’s Fall Forum.Dr. Haass is the president of the Council on Foreign Relations, ...

We are pleased to announce that Time Senior Political Correspondent Mark Halperin will be delivering a keynote address at this year’s FOX Fall Forum. Mark’s sess...

Family Office Exchange is known for pioneering initiatives that provide unique insights to wealth owners and wealth advisors. Our latest innovation is the Direct...

Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen. - Winston Churchill

In the last NextGen post, I shared some insights into what keeps some younger family members from becoming engaged in the business of the family. Here’s a l...

Advisors to wealthy families are nothing if not solicitous. For nearly two-thirds of FOX multi-family office members, “quality of client servicing” is the ...

Many NextGen family members who are actively engaged in the business of their families, whether by participating in the foundation, working in the family office,...

You’re right. The last thing the world needs is another blog. This will change your mind.The world of family offices is full of complex issues and lots of ...