Family wealth is notoriously difficult to maintain across generations. Without a powerful strategic vision, statistics show that family wealth is boun...

CFOs are increasingly using Accounts Receivable (A/R) Insurance as a strategic tool to support business growth.A/R Insurance, also known as Trade Cred...

Raise your hand if your family has ever had a cousins group that was somehow engaged in investing together. Keep your hand up if after a year or two, ...

It used to be very difficult for beneficiary’s to change the terms of previously-established trusts, and if they were able to make the changes at all,...

Families with significant wealth often tell us they wish to deploy a portion of their resources to make some kind of positive impact—broadly defined a...

There seems to be at least one new concept that lingers in the memory and creates a buzz among the attendees at each FOX event. At this year’s FOX Wea...

When I attended a recent FOX Executive Council meeting, one common theme I kept hearing from members was how difficult it is, in this or any business ...

One of the hardest things for any family to accomplish, but especially a family of wealth, is to engage multiple generations in a meaningful way. I’m ...

A client of mine once characterized Wealth Integration as a “fiscal physical.”Initially, I wasn’t all that flattered by the comparison. However, the m...