We all are experiencing the outsize impact of political issues on the markets. For this reason, I’ve tapped PIMCO’s Head of Public Policy, Libby Cantrill, to discuss global challenges to investors through a political and economic lens, including the rise of populist movements and challenges to democ...

When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private trust company (PTC) to succeed individual trustees, or by purchasing insurance to guard against the losses that may result.&nbs...

Adapted from an article in Trust & Estates.Crafting an Entrepreneurial VisionWhen there’s disruption, there’s opportunity. Therefore, it’s important that successful business-owning families continue to focus on shaping meaning and purpose for the family.For families that intend to remain family-...

Engaging a coach can be an effective way to develop your leadership skills, engage more effectively with your teams, and accelerate your career development. FOX recently sat down with Austin McDonald, President and COO of McDonald Development Company, to discuss how coaching can help you unlock your...

As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience growing complexity. This complexity may be experienced through:Unclear decision channelsBeing overwhelmed with administrative...

Engaging a coach can be an effective way to develop your leadership skills, engage better with your teams, and accelerate your career development. FOX recently sat down with Austin McDonald, President and COO of McDonald Development Company, to discuss how coaching can help you unlock your leadershi...

The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition to the excitement of planning, organizing and hosting a social event, the importance of managing risks associated with entert...

Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as a powerful tool in long-term family governance. That was in 1997. Over the ensuing decades hundreds of families have formed a...

Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and benefit plans that have been excellent at helping to retain employees. The question facing them is: How will they adapt these plans ...

Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look like for them?" "What should be done to welcome them into the Council?"In my experience, many families prepare for the next generation's entr...