FOX Blog

Timely insights from FOX experts, members and industry authorities.

Five Things Every Horse Owner Should Know

Oct 14, 2015
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...

Is the Real Estate Market Overheated?

Oct 09, 2015
Is the real estate market overheated? In October 2014, PwC published a report based on interviews of dozens of leading real estate professi...

Using Wealth for Good: Charly Kleissner on Impact Investing

Oct 06, 2015
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 surr...

What Family Offices Can Learn From Great Client Experience Brands

Oct 05, 2015
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 busine...

The Family Office and the Internet of the Future

Sep 04, 2015
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 o...

Know Your Strengths: How to Develop a Family Wealth Strategy

Aug 28, 2015
Many FOX members have asked about what considerations should go into developing a family wealth strategy after an operating company is sold. To them, ...

Socially Responsible Investing: What Every Trustee Should Know

Aug 21, 2015
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...

What Ultra High Net Worth Family Clients Should Expect of Their Bankers

Aug 13, 2015
Families of significant wealth rightfully expect their attorneys, investment professionals and CPAs to be creative, effective advisors. It's time they...

Is it Time to Move Family Office IT to the Cloud?

Aug 06, 2015
In the not too distant past, if you were in IT and had virtualization skills, you probably thought your future as an IT admin was secure.Today, that i...

Survey: Nearly 50% of Family Offices Say They Would Serve In-Laws if They Could

Jul 27, 2015
Recently, more than 60 FOX members took part in a survey of family offices by the Private Investor Coalition (PIC). PIC is an authority on legislative...