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The 5 Questions To Ask Your Controller
Sage Intacct
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s
How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are
Women and Money—A Path to Gender Equality
Hawthorn, PNC Center for Financial Insight
Throughout their lives, many women will probably face a number of circumstances unique to their gender, and each with financial implications. When it comes to women and money, it is essential for
The State of the Financial Industry—The Customer Value Gap: Re-Calculating Route
Oliver Wyman
This is a report about people, their financial stress and possible solutions to relieve that stress. While we are using the global mass market as an example throughout this report, the core messages
The Giving Journey: Guiding New Donors to Actualized Philanthropy
Open Impact
The field of philanthropy has primarily been built around the more tactical aspects and the how of giving while taking the why for granted. It has made the assumption that a purely rational approach
FOX Foresight – Trends Impacting Families
Family Office Exchange
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that
Who Will Be the Champion of the Wealth Inheritor?
Lowenhaupt Global Advisors
Who usually gets treated the worst when a wealth holder, his wealth advisor and his child deal with the family fortune? The wealth inheritor. That may come as a shock to wealth holder parents who
The Importance of Strong Partnerships
The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many
Strengthening the Partnership Between Families and Advisors
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships
2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market
We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members.  Key Insights found in this study include:Advisors