For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” we looked at 30 ...

Recently, I was reflecting on how uncertainty impacts our lives. For instance, modern technology provided ample warning (aka “certainty”) to the...

Now, more than ever, the business of managing private wealth is exceedingly complex. Most family offices are doing the work of sophisticated financial...

In December 2015, Facebook CEO Mark Zuckerberg announced he would transfer 99 percent of his Facebook shares—a sum currently valued at $45 billion—to ...

"I'm wondering if it's time for us to add outside experts to our advisory board," Julie Jacks mused aloud to her cousins. "Experts who would bri...

I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a compelling story about their rece...

Recently, a family I advise came to me looking to plan a family meeting. Inevitably, the question came up: “Well, should we do it at Thanksgivin...

For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impact on the wealth management industry....

Stop for a moment and think about the leaders in your world. Consider friends, family members, teachers, colleagues and business partners. Which of th...

Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their life purpose in the process.&nb...