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 environment, to keep the right talent on staff and not face flight risks. The most obvious answer is “cash compensation,” but sadly there’s not an inf...

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 convinced that one of the best ways to do that is through shared philanthropy.In the summer of 1999 my cousins and I ranged in age from 12-27. At 19 y...

A client of mine once characterized Wealth Integration as a “fiscal physical.”Initially, I wasn’t all that flattered by the comparison. However, the more I thought about it, the more I came to realize that this unfortunate-but-fair description accurately recognizes that, like a medical physical, a f...

For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one key element of cybersecurity, penetration testing, is a daunting prospect.Though certainly helpful, penetration testing is often overkill for many offices. A better approach may be to star...

Here are some numbers to grab your attention and ponder: The U.S. dollar has rallied almost 25% percent in the past nine months and 35% over the past four years. In light of these substantial and notable gains by the bullish greenback, it’s hard not to ask: What is propelling the dollar’s surge? Wha...

Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.That’s what we learned while conducting the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report, FOX’s best and most current thinking on the direction of the Ultra High Net Worth (UHNW)...

There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment committee.In analyzing the results of the 2015 FOX Global Investment Survey, our annual survey of investor attitudes and behaviors, we found that one group had significantly outperformed ...

With the impulse-inducing holiday season past, we are well into a new year, maybe even with a resolution or two to keep. Most of what happens over the holidays I can only handle once a year, but I do wish that everyone could keep up the spirit of giving and sharing with those less fortunate for the ...

Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providing holistic and integrated family wealth services.Sarah Biggerstaff, noted coach and lecturer in the practice of leadership at Yale School of Management, will walk participants through a ...

There has been a paradigm shift in family office technology.A decade ago, family offices had to custom build systems to meet their specific needs. It was expensive, cumbersome, and could quickly prove obsolete as the family’s needs grew and evolved. Even when cloud-based solutions first joined the c...