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...

Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning likely began long ago with committee meetings and conversations to decide where to host, what to cover, and how to top last year. Making learni...

In the midst of a growth economy, risk factors are sometimes pushed to the periphery of a company’s focus. It’s no different for family offices. When those risks eventually come crashing into the forefront, they’re often unexpected and can be costly. Incorporating risk planning into your short-term ...

It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like a bank or trust company as the trustee or co-trustee. The Pros of Using an Institution to Be Your TrusteeSelecting an in...

A perfect storm of market appreciation and demographics points to a progressive and sustained growth opportunity in the ultra-wealth business. Now that the time of great opportunity has arrived, how prepared are advisors to assume an evolving role based on the rapidly changing needs of family busine...

Increasing demands for data and the up and coming younger generation are impacting the technology needs of family offices. Many family offices are challenged to meet the growing reporting needs of family and board members. The modern conveniences of the mobile digital age are impacting businesses ev...