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...

Family Engagement: How to get the next generation to the table

May 31 2012
In the last NextGen post, I shared some insights into what keeps some younger family members from becoming engaged in the business of the family.  Here’s a list of practical...

Is Good Service Good Enough?

May 24 2012
Advisors to wealthy families are nothing if not solicitous.  For nearly two-thirds of FOX multi-family office members, “quality of client servicing” is the characteristic...

NextGen Network Series: Why are next generation family members not “showing up”?

May 16 2012
Many NextGen family members who are actively engaged in the business of their families, whether by participating in the foundation, working in the family office, or as an...