What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some ...
Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We f...
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and l...
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....
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 fami...
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...
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress...
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/benefi...
