Risk Mitigation Strategies for the Private Trust Company

Feb 04 2019
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creating a private...

5 Strategies to Encourage Engagement Across All Generations

Feb 01 2019
Adapted from an article in Trust & Estates. Crafting an Entrepreneurial Vision When there’s disruption, there’s opportunity. Therefore, it’s important that successful...

Choosing a Coach to Unlock Your Leadership Potential

Jan 18 2019
Engaging a coach can be an effective way to develop your leadership skills, engage more effectively with your teams, and accelerate your career development. FOX recently sat...

Is it Time to Consider Forming a Private Trust Company?

Jan 09 2019
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typically experience...

Holiday Party Planning — Risk Management Considerations

Dec 20 2018
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition...

Has the Private Trust Company Structure Delivered on its Promise?

Dec 03 2018
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the structure as...

Infographic: Family Office Employee Retention and Loyalty

Nov 26 2018
Even in a tight labor market, family offices maintain a remarkably high employee retention. And that’s a good thing...right? Family offices have built compensation and...

Onboarding the Next Generation of Family Council Members

Nov 12 2018
Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look like for them...

Water Damage: Protecting Valuables and Property from the Most Frequent Disruptor

Nov 08 2018
While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main risk of water...

Building a Sustainable Family Enterprise

Nov 06 2018
Measuring success Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metrics of...