FOX Blog

Timely insights from FOX experts, members and industry authorities.

An Uptick in IPOs and Private Equity Exits

Jun 20, 2019
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-t...

What are the Biggest HR Challenges for Family Offices?

Jun 18, 2019
Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why...

FOXCast: The Art of Investing for Families

Jun 10, 2019
In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as inv...

Improving Family Office Culture in Four Acts

Jun 7, 2019
For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have y...

Unique Liability Claim Trends in the Ultra-High Net Worth Market

May 13, 2019
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, ...

FOXCast: Mindfulness around the Trustee/Beneficiary Relationship

May 3, 2019
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relat...

The Essentials of Family Office Services

Apr 25, 2019
*/ /*-->*/ Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial deliverables by a family office and these services provide ...

Developing a Family Enterprise Governance Model

Apr 21, 2019
The Need for a Formal Governance ProcessAs the family grows, decision-making moves from the dining table to the board room and family members are often reluctant...

FOXCast: Adapting to Change in the Great Transfer of Wealth

Apr 9, 2019
In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Busine...

Why the Next Generation of Leaders are So Important

Apr 8, 2019
As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never ea...

Why the Next Generation of Leaders are So Important

Apr 8, 2019
As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never ea...

Raising a Healthy, Wealthy, and Wise Generation

Apr 1, 2019
What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned?

Wealth Management as a Second Family Business

Mar 25, 2019
Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the business. Their identit...

What is a Wealth Coach?

Mar 7, 2019
As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money ...

Approaching Prenuptial Agreements Positively

Feb 19, 2019
Advantages of a Prenuptual AgreementPrenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to...

Growing Interest in Forging a Direct Investment Path

Feb 13, 2019
Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.Family offices are forging ahead—increasing ...

2019 U.S. Policy Outlook: Trade, Fiscal Stimulus, and Political Controversy

Feb 11, 2019
We all are experiencing the outsize impact of political issues on the markets.

Risk Mitigation Strategies for the Private Trust Company

Feb 4, 2019
When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creatin...

5 Strategies to Encourage Engagement Across All Generations

Feb 1, 2019
Adapted from an article in Trust & Estates.Crafting an Entrepreneurial VisionWhen there’s disruption, there’s opportunity. Therefore, it’s important that suc...

Choosing a Coach to Unlock Your Leadership Potential

Jan 18, 2019
Engaging a coach can be an effective way to develop your leadership skills, engage more effectively with your teams, and accelerate your career development. FOX ...

Is it Time to Consider Forming a Private Trust Company?

Jan 9, 2019
As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typical...

Choosing a Coach to Unlock Your Leadership Potential

Jan 2, 2019
Engaging a coach can be an effective way to develop your leadership skills, engage better with your teams, and accelerate your career development. FOX recently s...

Holiday Party Planning — Risk Management Considerations

Dec 20, 2018
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends...