FOX Blog

Timely insights from FOX experts, members and industry authorities.

Using Technology to Solve Multi-Entity Ownership Structures

26 August, 2021
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FOX Family Office Forum Recap - Day Two

22 July, 2021
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, inve...

Family Office Forum Recap - Day One

21 July, 2021
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, inve...

FOX Technology Showcase Recap, Day Three

18 June, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day Two

17 June, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day One

16 June, 2021
Tuesday’s Showcase featured the following speakers, and a summary of each session is included below:

Preparing for the FOX Technology Showcase, June 15-17

9 June, 2021
Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have ...

Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming

25 February, 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of...

Rising Gen Roles in the Family System: The Challenges and Opportunities

28 January, 2021
My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 3...

Death, Disability, Divorce, and Disputes: Know What Your Company’s Governing Documents Dictate in the Event of a Crisis

4 January, 2021
2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. ...

Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.

17 December, 2020
Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her. As a long-term professional in the family of...

The Top 5 Myths of Impact Investing

9 December, 2020
There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social...

Insider Tips for Choosing the Right Insurance Advisor

1 December, 2020
It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs,...

Key Takeaways from the FOX Rising Gen Forum

29 October, 2020
FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key ta...

Family Office Talent and Technology Solutions

29 October, 2020
As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of...

Turbocharging Your Family Council

29 October, 2020
In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Con...

The Big Five Wealth Preservation Principles

29 October, 2020
Maarten de Groot, Enterprise Family Researcher at Vu Amsterdam University School of Business, and also the CEO of a single family office Eligius, explores why th...

From Jedi to Yoda - Preparing for Leadership Succession

29 October, 2020
Preparing for leadership succession may be the single most important planning element for a family and family office. Ivan Lansberg, Co-Founder and Senior Partne...

Families, Philanthropy, and Impact

28 October, 2020
As impact philanthropy becomes more important to families, they are further engaging in the issues facing their communities. Here Nadia Roumani, Co-Founder and S...

The Taxable Investor’s Manifesto: Insights into a Quiet Revolution

28 October, 2020
Taxable investors need to think differently. Here Stuart Lucas, Co-Managing Partner and Chief Investment Officer at Wealth Strategist Partners, tells us why, and...

The World in 2050: Water, Food and Clean Tech

28 October, 2020
While families have a growing desire to participate in impact investing, return profiles have had the reputation for being lower to other asset classes. But this...

Building a Strategic View of the Family’s Future

28 October, 2020
One question facing families and family offices today is how to build a strategic long-term view of your family’s future. Scott Peppet, President at Chai Trust C...

Rebuilding Economies

28 October, 2020
FOX hosts a panel on “Rebuilding Economies,” and invites Ivo Daadler, President of Chicago Council on Global Affairs and John Dionne, Senior Lecturer at Harvard ...

The Rising Generations’ Relationship With Money

27 October, 2020
How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives...