In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countries around the world to discuss wealth management issues and key market trends. Our October 2-3 meeting in London focused largely on risk assessment an...

Last week we held the annual FOX Fall Forum in Chicago. Coming as it did in the run up to a U.S. presidential election and with a number of significant tax policy changes looming at the end of the year, a number of sessions dealt with near-term challenges. At the same time, a common theme throughout...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. He is also the author of two books on international politics, including one on the European coalition. We are delighted to hav...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. He is also the author of two books on international politics, including one on the European coalition. We are delighted to hav...

Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family continuity and legacy. And yet, our experience working with families and their advisors shows that more often than not, key players in the trust lack th...

FOX offers a number of learning events throughout the year. Some, like our webinars, are online, while others, like our annual FOX Fall Forum, are in person. Both have distinct advantages. Online learning is convenient and more readily available. It is easier to fit into your workday.In person event...

I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales and service models of elite wealth advisors serving the ultra-high-net-worth market, so I’ve been thinking a lot lately about how firms compete and diff...

FOX is pleased to welcome Dr. Richard Haass back as a keynote speaker for this year’s Fall Forum.Dr. Haass is the president of the Council on Foreign Relations, a non-partisan organization promoting greater understanding of the foreign policy choices facing the United States and other countries. Fro...

We are pleased to announce that Time Senior Political Correspondent Mark Halperin will be delivering a keynote address at this year’s FOX Fall Forum. Mark’s session will discuss “The Substance, Drama and Consequence of Modern Politics,” a subject he has developed an in-depth knowledge of during his ...

Family Office Exchange is known for pioneering initiatives that provide unique insights to wealth owners and wealth advisors. Our latest innovation is the Directory of Leading Wealth Advisors launched in June, after 20 years of research on the topic. This database, designed to help families with mul...