FOX Blog

Timely insights from FOX experts, members and industry authorities.

Five Social Media Parenting Strategies

Jul 22, 2013
The following blog post is a contribution from HUB International, a Thought Leaders Council member of the Family Office Exchange.I was recently visiti...

Estate Planning After DOMA

Jul 15, 2013
On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantiall...

Talent, Culture and Hiring the Right Fit

Jul 02, 2013
Businesses consistently cite the ability to attract and retain top talent as among the elements most critical to their success. This remains true toda...

Infographic: Family Office Oversight and Governance

Jul 01, 2013
A majority (56%) of family offices have a governing board, according to the 2012 FOX Family Office benchmarking Board Report. Fifty-five percent of th...

The Three Essentials of Engaging Millenials

Jun 19, 2013
Millenials, or Gen Y, are a hot topic among wealth advisors these days and for good reason. As the industry ages, firms’ long-term success depends on ...

Starting Critical Wealth Management Conversations

Jun 19, 2013
The job of advising the wealthy necessarily veers into the realms of the personal. Wealth advisors are as much family counselors as they are portfolio...

Investment Decision-Making and the Players

Jun 06, 2013
Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise...

The Role of Courage in Multigenerational Families of Wealth

May 13, 2013
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 ...

Announcement: New Approach for FOX Benchmarking

May 13, 2013
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 goin...

Protecting Proceeds from the Sale of a Family Business

May 02, 2013
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 rec...