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 time to gather information on this growing trend - and share the findings with our members and their advisors – because there...

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 sophistication. At the root of many successful cyber-attacks are the vulnerabilities that exist within network infrastructure, software ...

Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny in private equity appeals to investors and companies alike. One method by which a company ultimately exits private ownership i...

Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why family office executives find it beneficial to share their experiences with one another—because there are no one-size-fits-all methods and...

In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as investment consultants; managing risk appetites and creating an approach that is truly customized and objective.Subscribe to FOXCast on Apple ...

For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have year-over-year data showing that an overwhelming majority of our employees say that culture has dramatically improved. We know that the...

Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and defamation. In this age of rapid and pervasive social movements such as #MeToo, prolific scandals all over the news, and the ability of...

In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relationship.Subscribe to FOXCast on Apple Podcasts here. Listen Now: Mindfulness around the Trustee/Beneficiary Relationship Your browser ...

p { padding-bottom:3px; } li { padding-bottom:0px; } Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial deliverables by a family office and these services provide the best evidence to judge the performance of the office. There are three key inputs rel...

The Need for a Formal Governance ProcessAs the family grows, decision-making moves from the dining table to the board room and family members are often reluctant to formalize their decision-making process. Each branch of the family wants to broaden their options rather than to narrow their opti...