FOX Blog

Timely insights from FOX experts, members and industry authorities.

Building a Family Enterprise

Mar 13, 2014
Successful multi-generational families often have difficulty making the transition from a business-centric family to a family-centric enterprise as the...

Next Generation Preparation and Engagement in the Context of Family Legacy

Mar 06, 2014
For most families, the natural evolution of wealth concerns eventually shifts from creating, preserving and transferring wealth to the realities of ne...

Starting the Family Leadership Conversation

Mar 06, 2014
Carl Robinson has spent the last 25 years helping a wide range of businesses develop effective leadership strategies. Currently, as managing director ...

Buy or D.I.Y.? Family Office Service Observations from the FOX Financial Executive Council

Feb 20, 2014
The FOX Financial Executive Council was first established in 2004 and it offers family office financial executives (CFOs, controllers, tax managers, e...

Obamacare Update: Employer Mandate for Employers with Fewer than 100 Workers Delayed

Feb 12, 2014
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...

Strategic Advantages to Taking the Long-Term View of the Family Enterprise

Feb 04, 2014
In spite of growing complexities, families around the world have managed to stay together for generations, and they reap significant benefits fr...

Moving from a Business Enterprise to a Family Enterprise

Jan 23, 2014
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...

Six Practical Legacy Planning Steps to Consider

Jan 21, 2014
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 ...

Feed the Acorn, but Don’t Forget the Oak: Finding a Meaningful Role for Family Leaders after Retirement

Dec 06, 2013
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 fo...

Infographic: Family Office Compensation Trends

Nov 15, 2013
Eighty percent of family office employees received a salary increase in 2013, according to our latest benchmarking study, "Family Office Compensation ...