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 models of elite wealth advisors serving the ultra-high-net-worth market, so I’ve been thinking a lot lately about how firms compete and diff...

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, a non-partisan organization promoting greater understanding of the foreign policy choices facing the United States and other countries. Fro...

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 session will discuss “The Substance, Drama and Consequence of Modern Politics,” a subject he has developed an in-depth knowledge of during his ...

Family Office Exchange is known for pioneering initiatives that provide unique insights to wealth owners and wealth advisors. Our latest innovation is the Directory of Leading Wealth Advisors launched in June, after 20 years of research on the topic. This database, designed to help families with mul...

Last week we released our latest study, "Building a Family Enterprise Plan to Deal with Future Uncertainty." Based on the press coverage and level of blog commentary, we appear to have touched on an important subject. The tumult of the financial crisis and a feeling that the world has increasin...

Our members gathered at the FOX Global Investment Forum last month to discuss investment opportunities and the benefits of taking a longer-term view in their deployment of family capital. They came for an investment update and to see what other families were investing in. What was reinforced by the ...

Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen. - Winston Churchill Wikipedia interprets the “elephant in the room” as a metaphor for an obvious truth that is either ignored or remains unaddressed. A “white elephant” is also an idiom fo...

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 list of practical ideas and strategies to encourage engagement with the next generation and other family members. These ideas come from expe...

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 characteristic that receives the most attention in marketing efforts.When it comes to service quality, however, some firms are likely provi...

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, or as an employee of the operating company, say they’re frustrated by peers who are not actively engaged. They’re especially frustrated wh...

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 smart people working on solutions. They are working in far corners of the globe, often attached to a business or financial enterprise...