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World of Private Clients
BDO
The pursuit of stability remains the order of the day for family offices. With the aid of additional clarity after the tumultuous year of 2020, wealth owners and their advisers have an opportunity to
Boundaries That Matter: Managing Family Assets Outside the Family Business
Family Office Exchange
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to
State of the Ultra-Wealth Advisory Business
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising
Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar
Are Your Clients Working with the Right Insurance Resource?
AIG
Insurance advisors, like financial advisors, are not created equal. Effectively managing high-value assets and elevated personal liability exposure requires specialized expertise. Most, if not all,
Designing with the Next Generation in Mind
AMDG Architects
For multi-generational families, designing the right second home is often a series of "both/and" propositions. A home needs to be both a reflection of self, while also foreseeing the needs
SFO by Design: Equipping the Family Office to Meet Changing Demands
A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows,
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
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
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