A Benchmark Unlike Any Other

Jan 12 2015
Every January, we launch our annual Global Investment Survey to find out how FOX members fared in the markets, and what changes they’re planning for the year ahead....

Family Offices Clear One More Regulatory Hurdle

Dec 08 2014
A third shoe has fallen.  Family offices have now cleared three hurdles in the regulatory actions considered as a result of the Dodd-Frank repeal of the SEC’s old system...

Starting a Single-family Office--Not Just By the Numbers

Dec 05 2014
Forming a single-family office is a natural progression for many families of wealth. When a family is transitioning from operating a business to managing significant...

The Growing Pains of Wealth Management: How to Attract Larger Clients without Sacrificing Profitability

Nov 24 2014
In September, the FOX Wealth Advisor Council convened in New York to discuss the latest FOX research, benchmarking and best practices for advisors serving single family...

How Families May Uncover the True Essence of a Wealth Advisor

Nov 24 2014
A frustration we often hear from families is that wealth management firms all sound the same. No firm can be all things to all families. The sooner in the process firms...

Engaging the Next Generation with the Family Foundation

Nov 17 2014
  Our Family Office Exchange Senior Management Council met recently to discuss ways to engage the rising generation in the family office.  The family foundation is an...

A True Gift for the Holidays

Nov 11 2014
With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our children and...

Crowdfunding 101

Nov 07 2014
From Kickstarter campaigns to Ice Bucket Challenges for charity, when it comes to raising funds in today’s hyper-digital world, online crowdfunding is generating...

The Biggest Challenge Facing Millennials

Oct 08 2014
As a proud Millennial, there are clear trends I’m seeing amongst my peers and the emerging generation of young people rising behind us. The most obvious of which, is that...

Leaving the Family Nest

Sep 21 2014
It takes effort for a young adult leaving the family nest to become independent and self-reliant. However, the reward is the knowledge that you are self-sufficient,...