FOX Blog

Timely insights from FOX experts, members and industry authorities.

Disruptions in the Investment Industry

Mar 12, 2018
How are families adapting to changing market dynamics?While investing has never been straightforward, investing today in the face of current unce...

7 Ideas for Building Trust

Mar 07, 2018
This may not come as a surprise, but individuals have lost trust in the major institutions that have served as the framework of our modern society. Bu...

What’s Obvious is Obviously Priced In

Mar 01, 2018
Given the current state of the market, many investors that I am speaking with are considering changes to the “what has worked before” approach.When I ...

Tax Reform at a Glance – How Does it Affect You?

Feb 26, 2018
In December 2017, Congress passed the Tax Cuts and Jobs Act; a bold legislation designed to overhaul America’s tax code for the first time in 31 years...

Gift Strategies to Help High Net Worth Families Benefit from Tax Reform

Feb 23, 2018
With all the media coverage in the last couple of months, you have certainly heard at least tidbits about the new Tax Cuts and Jobs Act (Act), signed ...

The Impact of Automation on the Labor Force, the Economy, and Society

Feb 22, 2018
I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acceleration of technology in the work ...

Six Steps for Developing a Successful Family Meeting

Feb 21, 2018
When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you for...

Love is in the Air? Practical Tips for Dealing with Workplace Relationships

Feb 13, 2018
Like many holidays, Valentine’s Day is a time when employees celebrate, while HR representatives, in-house counsel, and business owners hold their bre...

Should I Choose a Family Member to Be My Trustee?

Feb 08, 2018
Whether establishing a new trust, modifying an existing trust or dealing with a transition of the incumbent trustee, selecting the person or instituti...

Four Tips to Keep Your PFTC in Compliance

Jan 24, 2018
A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private fo...