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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-
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
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
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,
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets. Listen into this webinar to hear the current landscape affecting custodians
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.