FOX Blog

Timely insights from FOX experts, members and industry authorities.

Good Practices for Virtual Meeting Engagement 

Jun 30, 2020
In our May 12 FOX Member Exchange, we asked a live polling question “Describe the best meeting you’ve been to. What made it great.” The responses varied but what...

FOX stands up for systemic change. We reject racism, bigotry, and hatred.

18 June, 2020
As we work to process the tragic deaths of George Floyd, Breonna Taylor, Ahmaud Arbery, and countless others through the generations, we feel compelled to speak ...

2020 Learning Program Schedule Updates

May 12, 2020
We are dedicated to supporting your growth through industry leadership and forward thinking at our forums and workshops. FOX will continue to deliver value by he...

Voice of the Member - Dealing with the COVID-19 Crisis

Apr 27, 2020
With social distancing changing how work is done, a whole host of business continuity issues are affecting family offices. During a recent Member Exchange dialog...

Tips for Supporting Family Office IT Teams During the COVID-19 Crisis

Apr 16, 2020
Want to know how to best support your IT teams amid the ongoing COVID-19 crisis? Here are a few tips on how you can help make the best of this situation. Ex...

Go for Gold – Choosing a Memorabilia Appraiser

Apr 16, 2020
Last year, The Olympic Manifesto, an 1892 manuscript by Pierre de Coubertin, estimated at $1,000,000, sold to an anonymous bidder at Sotheby’s New York for an as...

Optimizing Your Leadership in Your SFO in Turbulent Times

Apr 3, 2020
Today’s EnvironmentToday more than ever, with exponential change and global interdependency resulting in ever-greater complexity, epitomized by the Coronavirus p...

The Benefits of Coaching for Rising Gen Leadership

Mar 26, 2020
Greg McCann is a certified leadership coach and is founder and principal of McCann & Associates.

The U.S.–China Technology Cold War

Mar 2, 2020
The recently signed “Phase One” trade deal has led to some optimism surrounding U.S.- China relations. That said, much of the conflict between the two countries ...

Emergency Preparedness for Passions

Feb 27, 2020
The world watched in disbelief last spring as fire ripped through the cathedral of Notre-Dame de Paris. The spire and roof were destroyed, but the structure’s st...

Championing the Future: The Leadership Role of the Family Office in Family Education

Jan 15, 2020
Previously published in Family Business MagazineDramatic change is on the horizon, and multigenerational businesses are facing critical transition issues as owne...

Timely Advice: Are Your Watches Protected?

Jan 6, 2020
In November 2019, a Patek Philippe “Grandmaster” watch fetched $31 million at Christie’s Geneva. This result was more than 10 times the pre-sale estimate, establ...

Year in Review: Top FOX Content of 2019

Dec 6, 2019
Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learn...

Built to Last? Risks and Recommendations for Maintaining Older Homes

Dec 4, 2019
Owners of historic homes often become guardians of the meticulous craftmanship of bygone eras. But sometimes there are purposeful reasons why “they don’t make th...

Give Your Family the Gift of Family Legacy for the Holidays

Nov 25, 2019
The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connect...

A Unique Mission to Ensure Equal Representation of Women and Men in Senior Management

Nov 11, 2019
When exploring the landscape of culture in today’s workplace there is a company that stands out. Recently featured in a FOXCast, Mark Galante, President, Field O...

FOXCast: Private Equity Fund and Direct Investing in Today's Market

Nov 5, 2019
In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office i...

Addressing Risk Management for the Global Family

Oct 17, 2019
Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citi...

FOXCast: Philanthropy and Next Generation Success

Oct 8, 2019
In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generati...

FOXCast: Can We Offset the Cost of Living in Paradise?

Sep 24, 2019
In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solu...

FOXCast: Historical Imagination for Family Preservation

Sep 11, 2019
In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in res...

FOXCast: Family Meetings are Where Expectations are Set and Trust is Reinforced

Aug 29, 2019
In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.

Seven Ways to Keep the Peace when Gifting a Vacation Home to Family Members

Aug 27, 2019
Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?...

Eight Questions to Ask Yourself Upon Becoming a Trustee of a Family Trust

Aug 27, 2019
Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in ma...