I was recently chatting with longtime FOX member Richard Bakal about the upcoming FOX Family Enterprise Experience workshop. Over the course of our co...
Pricing at multi-family office firms is under pressure.That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are...
When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat ...
On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers...
Family businesses in America generate 50% of the jobs, 64% of GDP and account for 61% of all privately owned businesses. While family businesses are v...
The more I learn from working with families, the more I realize that the relationships they have with their advisors are just like dating. One of the ...
It was the best of times. It was the…best of times (sorry Dickens). With significantly raised values since the economic downturn of 2008-2009 and rent...
In putting together the FOX Guide to Family Education, we were able to identify a number of innovative strategies to enhance owner engagement and fost...
Many of today’s ultra-wealthy philanthropists are looking for smart ways to make their donation dollars work hard for causes they care about deeply.Th...
We all hear how cybercrime is a fast-growing crime, one of the fastest growing crimes and that the financial services sector is a target. There is no ...
