Filters
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
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
This is a report about people, their financial stress, and possible solutions to relieve that stress. Although the global mass market is used as an example throughout this report, the core messages
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 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 New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many
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
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
When evaluating possible estate planning counsel, there are many variables to consider such as educational background and professional experience, skills, and review process. To help you determine if
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-