Disaster Recovery in the Family Office

Aug 08 2013
There is a startling statistic in the recent FOX Benchmarking Report: Technology in the Family Office. Ninety-seven percent of family offices claim to have developed a...

Five Social Media Parenting Strategies

Jul 22 2013
The following blog post is a contribution from HUB International, a Thought Leaders Council member of the Family Office Exchange. I was recently visiting New York with my...

Estate Planning After DOMA

Jul 15 2013
On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantially impact financial...

Talent, Culture and Hiring the Right Fit

Jul 02 2013
Businesses consistently cite the ability to attract and retain top talent as among the elements most critical to their success. This remains true today despite...

Infographic: Family Office Oversight and Governance

Jul 01 2013
A majority (56%) of family offices have a governing board, according to the 2012 FOX Family Office benchmarking Board Report. Fifty-five percent of those with a governing...

The Three Essentials of Engaging Millenials

Jun 19 2013
Millenials, or Gen Y, are a hot topic among wealth advisors these days and for good reason. As the industry ages, firms’ long-term success depends on being able to...

Starting Critical Wealth Management Conversations

Jun 19 2013
The job of advising the wealthy necessarily veers into the realms of the personal. Wealth advisors are as much family counselors as they are portfolio managers or...

Investment Decision-Making and the Players

Jun 06 2013
Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise nearly a third of the...

The Role of Courage in Multigenerational Families of Wealth

May 13 2013
At every conference, there is a concept or word that stands out and becomes the catalyst of discussion at breaks and meals. Other speakers pick up on the term to...

Protecting Proceeds from the Sale of a Family Business

May 02 2013
The following blog post is a contribution from AIG, a Thought Leaders Council member of the Family Office Exchange. It’s a common problem: A family receives a serious...