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...

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...