10 Tips for Educating the Next Generation

Jan 21 2013
Educating the next generation may very well be the key to multi-generational wealth sustainability. Education enables family members to be better, more confident decision...

Europe’s Silver Lining

Jan 07 2013
Amidst all the doom and gloom of European austerity and the general anxiety about the continent’s future, there is considerable evidence that Europe remains surprisingly well...

How Did You Do This Year? Benchmarking Family Office Performance

Dec 10 2012
Follow effective action with quiet reflection. From the quiet reflection will come even more effective action. -Peter Drucker In the rush to wrap up 2012, taking time to stop...

CFTC Decides Against Family Office Regulation

Dec 03 2012
On November 29, 2012, the Commodity Futures Trading Commission issued a No-Action letter exempting family offices from registration as Commodity Pool Operators. Family...

Education Is the Key to Your Family's Financial Future

Nov 29 2012
Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When done well, family...

Risk Assessment and Long-Term Strategic Planning: A recap of October's Global Family Council Meeting

Nov 01 2012
In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countries around the world to...

Ben Hunt: Politics, Policy and Investment Markets (Part 1)

Sep 21 2012
Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices....

The Need for Education for Grantors, Trustees and Beneficiaries

Sep 05 2012
Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family continuity and legacy. And...

The Power of the Client Service Experience

Aug 29 2012
I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales and service models of...

How to Have Great White Elephant Conversations

Jun 07 2012
Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen. - Winston Churchill  Wikipedia interprets the “elephant in the room” as...