Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise nearly a third of the average family office staff. Meanwhile, they draw on a number of different actors in the planning and decision making process w...

At every conference, there is a concept or word that stands out and becomes the catalyst of discussion at breaks and meals. Other speakers pick up on the term to demonstrate how their topic ties to this theme of interest.At the Family Office Exchange (FOX) Wealth Advisor Forum in Miami this yea...

We are pleased to announce an improvement in the FOX Benchmarking Study for 2013.Since much of the data does not change from year to year, we are going to limit the study to those sections that do change annually and split it into smaller, single-topic modules that will be spaced throughout the year...

The following blog post is a contribution from AIG, a Thought Leaders Council member of the Family Office Exchange.It’s a common problem: A family receives a serious offer to sell their business for a very attractive price. They want to sell quickly, lock in their gains and use the proceeds for reti...

We are pleased to welcome Dan Schawbel as a keynote speaker at this year’s FOX Wealth Advisor Forum. Dan is the managing partner of Millennial Branding, a Gen Y research and consulting firm that specializes in personal and corporate branding. He is the author of the bestselling Me 2.0: 4 Steps ...

On Friday, April 19, we will be moving to the eighth floor within our current building into a more modern and cost-efficient office. Our office will officially close at noon that day to accomodate the movers. The servers will go offline in the afternoon, disrupting the following services until late ...

Even the best leaders experience growing pains and stepping into a new leadership role within a family enterprise can be an especially challenging experience. In last week’s article, several industry experts shared leadership advice they’d offer the next generation. This week, we hear fr...

We are pleased to welcome Howard Bragman as a keynote speaker at this year’s FOX Wealth Advisor Forum. Howard is the vice chairman of Reputation.com, an online reputation management organization, and founder of the public relations firm Fifteen Minutes. He is the author of Where's My Fifteen M...

Recently, a conversation with a next gen member about leadership succession challenges within her family made me realize how frequently younger family members accept a leadership role only to find themselves overwhelmed by their new responsibilities. I recently asked several industry leaders what ad...

It is the fate of almost every fourth-to-sixth generation family: the wealth dissipates as the family grows, unless their culture goes beyond wealth preservation to encourage wealth creation. That means taking informed risks (emphasis on informed). If some portion of the diversified asset pool is di...