In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Business. Subscribe to FOXCast on Apple Podcasts here. Listen Now: Adapting to Change in the Great Transfer of Wealth Your browse...

Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never easy. While ea...

Below is an excerpt from the article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never easy. Wh...

What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic – in the form of answers to big questions, tried-and-true resources to take back to the office, and support from peers who understand what you do every...

Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the business. Their identity as a family is tightly woven into the fabric of the business that houses the history of their hard work and success. Many entre...

FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council, consisting of CFOs, controllers, and tax managers who work in family offices, met in January. We asked one of the Council Chairs, Jane Flanagan, to ...

As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help people deal with the emotional side of money.” This comment alone does not explain what a “wealth coach” is or what one does,...

Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics that will transform how we do things. .blog-banner{ display:none; }

Advantages of a Prenuptual AgreementPrenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to protect assets from the other upon a termination of the marriage by death or divorce. That may be one purpose, but these agreements can be...

Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.Family offices are forging ahead—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approa...