FOX Blog

Timely insights from FOX experts, members and industry authorities.

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...

Has the Private Trust Company Structure Delivered on its Promise?

Dec 3, 2018
Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the...

Onboarding the Next Generation of Family Council Members

Nov 12, 2018
Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look li...

Water Damage: Protecting Valuables and Property from the Most Frequent Disruptor

Nov 8, 2018
While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main ris...

Building a Sustainable Family Enterprise

Nov 6, 2018
Measuring successSometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metri...

Test Blog - V

Oct 10, 2018

Wildfires: Preparing Your Family and Property Ahead of Disaster

Oct 5, 2018
An ounce of prevention is worth a pound of cure. -Benjamin FranklinYou’ve seen the news- wildfires are becoming a common occurrence. So much so that the term “me...

Why Family Office Boards are Indispensable

Sep 26, 2018
Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to fam...

The Coming Great Transformation in the Global Macro Environment

Sep 25, 2018
Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of t...

Family Office Advisors Thinking Outside the Box: Finding Innovative Solutions to Common Problems

Sep 21, 2018
As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside th...

Is “Impact Investing” the new norm?

Sep 10, 2018
Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment manage...

Why I Left ETFs to Join a Crypto Asset Manager

Sep 4, 2018
Matt Hougan was the CEO of ETF.com, a three-time member of the Barron’s ETF Roundtable, and the co-author of the CFA Institute’s Monograph on ETFs. He was also a...