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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.

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.

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.

FOX Foresight – Trends Impacting Families
Family Office Exchange

FOX Foresight – Trends Impacting Families

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.

The Importance of Strong Partnerships
The Importance of Strong Partnerships
 
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 sustaina

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.

 

 

Ten Questions to Ask When Hiring An Estate Planning Attorney
Kim Kamin

When evaluating possible estate planning counsel, there are many variables to consider such as educational background and professional experience, skills, and review process.

Using Evidence-Based Investing to Enhance Your Wealth
Chuck Carroll

For decades, families seeking advice on how to invest their hard-earned capital were forced to endure “beauty contests” where potential advisors attempted to demonstrate their supposedly-unique ski