For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impact on the wealth management industry. There is a strong potential disruption from the new financial technology (or FinTech) start-ups, each with goals of becoming the “Uber” of peer-to-pe...

Stop for a moment and think about the leaders in your world. Consider friends, family members, teachers, colleagues and business partners. Which of these people would you consider to be the "best” leaders? Who stands out and what makes them stand out above others? Perhaps it's because they show...

Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their life purpose in the process. “I think many people think that the meaning of life is to simply accumulate as much material wealth as you can,” says Wittkamper, Co-Founder ...

For many, owning a horse is the realization of a lifelong passion. However, it can also increase your risk of financial loss or even lawsuits. Whether you board your horse on your own property or at a professional facility, it’s important to ask yourself, “Am I protected against the potential risks?...

Is the real estate market overheated? In October 2014, PwC published a report based on interviews of dozens of leading real estate professionals across a number of sectors and disciplines. The report, “Emerging Trends in Real Estate® 2015,” predicted that the momentum of the last five yea...

He may be one of the most visible figures in the emerging movement, but Charly Kleissner realizes that there is still a lot of healthy skepticism surrounding about impact investing.“I know there are a lot of questions,” Kleissner says.If anyone is in a position to answer some of those questions, how...

FOX has been working to determine what makes for a great experience for the client of a family office.Throughout 2015, FOX studied more than 30 businesses across a variety of industries—including notable brands such as Apple and Ritz-Carlton Hotels—in pursuit of determining what constitutes an optim...

There is a big change just starting to impact the way the Internet, and its related apps, are used: they are moving away from a silo approach to one of interoperability.Essentially, instead of having to go to one particular website or application to make use of the functionality and service it offer...

Many FOX members have asked about what considerations should go into developing a family wealth strategy after an operating company is sold. To them, I’ll often tell the story of Thorndale Farm CEO Oakleigh Thorne and his 20 year plan.After Oakleigh completed his MBA in 1986, he went to work at Comm...

Earlier this year, one of my clients came to me with a question about her family’s trust portfolio. She was worried that, despite it going against her own personal social values, she (along with the rest of her family) was investing in cigarette companies. “Do we really have to invest this money in ...