Carl Robinson has spent the last 25 years helping a wide range of businesses develop effective leadership strategies. Currently, as managing director of Vantage Leadership Consulting, he focuses on identifying and developing executive talent.Last October, we were fortunate to have him address our an...

The FOX Financial Executive Council was first established in 2004 and it offers family office financial executives (CFOs, controllers, tax managers, etc.) an opportunity to share best practices on operational, compliance, and technical issues.On January 30-31, 15 of our members joined us in Orlando,...

On Monday, Feb. 10, 2014, the IRS announced it is delaying a portion of the employer mandate associated with the Affordable Care Act or Obamacare. The delay applies to employers with 50-99 workers. These employers will have until 2016 before facing a penalty for failing to cover employees. Businesse...

In spite of growing complexities, families around the world have managed to stay together for generations, and they reap significant benefits from the concentration of purchasing power and the preservation of family capital. The crisis of 2008 demonstrated clearly the advantages that families ...

How does a family know when they are evolving from a family business into a family enterprise? When the collective activities of the family grow beyond the boundaries of the original business, there is evidence of an emerging family enterprise. The evidence appears gradually over time - when a...

Whether you already have wills, trusts and other estate planning documents in place or need to have them created, there are a number of priorities to consider as you move forward with the legacy planning process.Here are six steps that may be appropriate for you to complete as you consider the ongoi...

If you have you been invited to a family business conference recently or picked up an educational piece on family wealth, you will have noticed the focus placed on next generation development. In particular the 3 E’s of entrepreneurship, education, and engagement. These are important topics, around ...

Eighty percent of family office employees received a salary increase in 2013, according to our latest benchmarking study, "Family Office Compensation & Benefits." The median reported increase was 4%, up from the 3% consistently seen since the 2008 onset of the great recession. A majority of...

If you’re familiar with Greycourt & Co. Founder Greg Curtis, you know that his blog is always a good read. His recent series on common mistakes families make investing after a liquidity event is especially compelling. Curtis notes that businesses tend to sell when the market is at its most overp...

While process was at the forefront of this year’s Forum, the most poignant moments of the event dealt with why families stick together — the beliefs and values behind all of the how-to discussions. Bestselling author and Founder of Empower Wealth LLC Lee Brower touched on this issue on the firs...