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CIOs as Trusted Business Partners, 2019 CIO Survey
Grant Thornton
As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include
2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and evaluating their
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
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
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
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-
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