FOX Blog

Timely insights from FOX experts, members and industry authorities.

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...

FOXCast: Managing Risk for Yachts, Megayachts, Superyachts, and Gigayachts

Aug 23, 2019
The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are ...

Infographic: Reasons Why Ultra-Wealth Providers Are Changing Their Brand Names

Aug 22, 2019
 Click to Download a printable version of this infographic. 

How Many Family Offices are there in the United States?

Aug 9, 2019
At Family Office Exchange (FOX), one of the questions we hear most frequently is:“How many single family offices are there?”Unfortunately, there is not a clear a...

Preparing the Rising Generation for Leadership

Aug 7, 2019
What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising ge...

Under-Saved and Overconfident: A Glance at the Economy

Aug 7, 2019
Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, la...

Building a More Resilient Custom Home

Jul 25, 2019
Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net wort...

Addressing the Complexities of Communication and Family Learning

Jul 17, 2019
Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, ...

Tips for Family Vacation Home Succession Planning

Jul 11, 2019
A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildr...

FOXCast: Is it Time for a Life Insurance Audit?

Jul 2, 2019
What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on wh...

Key Insights and Opportunities from the Values-Aligned Investing Survey

Jun 28, 2019
Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongl...

Cyber Vulnerability Assessments & Penetration Testing: Tools, Techniques and Best Practices

Jun 21, 2019
Below is an excerpt of an article that originally appeared on