FOX Blog

Timely insights from FOX experts, members and industry authorities.

Education Is the Key to Your Family's Financial Future

Nov 29, 2012
Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When...

Risk Assessment and Long-Term Strategic Planning: A recap of October's Global Family Council Meeting

Nov 01, 2012
In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countri...

Notes from the Fall Forum: Taking the Long-Term View

Oct 29, 2012
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 significan...

Ben Hunt: Politics, Policy and Investment Markets (Part 2)

Sep 21, 2012
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 inf...

Ben Hunt: Politics, Policy and Investment Markets (Part 1)

Sep 21, 2012
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 inf...

The Need for Education for Grantors, Trustees and Beneficiaries

Sep 05, 2012
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 co...

The Case for Meeting In-Person

Aug 31, 2012
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 ...

The Power of the Client Service Experience

Aug 29, 2012
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 an...

Richard Haass and the Challenges Facing the Next Generation

Aug 23, 2012
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 ...

Mark Halperin and The Substance, Drama and Consequence of Modern Politics

Aug 09, 2012
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. ...