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...

In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra We...

Below is an excerpt from the article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners ...

Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners shift ...

What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic –...

Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the busines...

FOX Councils provide an exclusive, small-group setting to share knowledge, discuss experiences, and gain insights. Our FOX Financial Executive Council...

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...

Disruption in our industry is inevitable, whether it is the growing transitions of businesses and wealth, or technology innovations such as robotics t...

Advantages of a Prenuptual AgreementPrenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse...