Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to families. A governing board plays a key role in any public or private company’s success. FOX believes a family office governing board, no...

Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of these forces could trigger economic disruption far greater than we have experienced over the past 60 years. The aim of this analysis by...

As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside the proverbial “box.” Having a lawyer who knows when and how to solve problems with creative thinking can make all the difference, but what h...

Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment managers managing over 1,000 sustainable or impact investment funds.1 But is impact investing here to stay or just a fleeting fad? Spoi...

Matt Hougan was the CEO of ETF.com, a three-time member of the Barron’s ETF Roundtable, and the co-author of the CFA Institute’s Monograph on ETFs. He was also a presenter at FOX's 2018 Autumn Global Investment Forum in New York. In February 2018, he left the ETF industry to join Bitwise Asset Manag...

I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They realize that, in addition to the family business, they need to start to focus on the “business of family.” Many are pondering how...

This summer we hosted our first FOX Family Security Workshop. According to attendees, security is currently one of their top concerns.We brought together industry experts to discuss three key areas of security: personal, physical, and cyber. Each presenter flagged examples of security risk...

Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of the region's family owned firms have also become strong and innovative global firms.Family Office Exchange has been working with many fami...

The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family office is an issue that comes up frequently from executives who participate in FOX Council groups and our broader family office members. Many...

The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems and structures that support our lives will also change. The way we define family will continue to evolve. The way we plan and build the in...