As published in The Journal of Wealth Management's 25th Anniversary Issue (Summer 2023). The dramatic growth of the family office industry in the 1980s was sparked by new liquidity running through hundreds of business-owning families. In an effort to preserve and expand their wealth, they needed ...

Enjoy a recap of Day 2 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome and Exploring Emerging Themes from 2023 FOX Research Hilary Leav, Director, Insights & Research, FOX The Rising Gen may Surprise Us Families say ...

Enjoy a recap of Day 1 of the 2023 Family Office and Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting, LLC. Welcome to the Forum Scott Muench, Managing Director, Core Membership, FOX David Toth, President of Membership, FOX This Forum focused on networking! Fewer chances...

Investing in the mental health of each individual and the family supports family unity, trust, mission, and financial success. Mental illness is present in one of five families, and research demonstrates that affluence is not a protective factor. This means that mental health and illness are vit...

As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to help sustain your family’s vision across your operating business, your investment structure and your family office. In toda...

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review. Advanced investment reportin...

As a leading provider of accounting, tax and consulting services, RSM family office professionals develop multigenerational relationships by providing the right solutions to help sustain your family’s vision across your operating business, your investment structure and your family office. ...

Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors. Every day, technology becomes a greater part of our lives. Everywhere we look, computers and technology are at work: the phone...

360 Privacy, a Nashville TN based LLC, is comprised of members from the Special Operation Forces, Intelligence Community, and technology experts whose mission is to protect the digital identity, reputation, and security of high-profile executives, athletes, and high net worth families. Within the...

“How much should I be giving?” This recent question from a member of the Ultra-High Net Worth (UHNW) community gave Giving Place and FOX the chance to collaborate on what the data says and how we can interpret it to support community members. Giving is always a personal decision, depending on...