Advisor Partnerships


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
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. To help you determine if
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-
Investing Alongside Your Values
The desire to integrate values and investment decisions has long been important to investors and is a movement that has gained permanency. Research shows that when implemented thoughtfully with
Wealth Advisor Selection
It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind. But, how do you find those people and how do you
Navigating the Wealth Management Landscape: In Search of Integrated Solutions
Family Office Exchange
This white paper helps families understand the complexity of their wealth management goals and needs. The paper also addresses the type of institutions and advisors investors will run across,