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Crisis Checklist: Critical Family Office Considerations
Family Office Exchange
We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for the Family Office
2020 FOX Foresight - Take the Long-Term View
Family Office Exchange
Take the Long-Term View How can you ensure your family’s long-term success? Our framework will help you transition from a business-centric to a family-centric enterprise.FOX Foresight keeps you
2020 FOX Foresight - The Future of Wealth Management
Family Office Exchange
The Future of Wealth ManagementInnovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so you can prepare for the
The Global Risks Report 2020
Marsh & McLennan and World Economic Forum
This 15th edition of the World Economic Forum’s Global Risks Report comes as long-mounting, interconnected risks are being felt. This qualitative and quantitative study of global risks
Top Five Things to Consider Before Selling a Business
Royce Ramey, Tolleson Wealth Management
Successful owners who choose to sell their business have many things to think about before beginning the process. Owners who are new to the process should consider not only the financial
Business Owner's Outlook: Is Now the Time to Sell?
Wilmington Trust
In a survey of 1,000 owners of privately held businesses across the United States, there was a focus on owners’ attitudes toward transitioning their businesses in light of their perceptions of
2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas for improvement, and plan
What Matters Most to You?
The Mutual Trust Pty Ltd
The most problematic challenge wealthy families face is not how to make more money, but how to ensure that it lasts. This requires focusing on something other than money. Successful families, whose
Three Key Challenges Facing Wealthy Australian Families
Jeff Steiner, The Mutual Trust Pty Ltd
Market research reveals that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. These are compelling statistics which have become top of mind
From Business Owner to Wealth Owner: How to Manage Your Personal Wealth Like a Business
BMO Family Office
As a business owner, you wouldn’t operate without a clear vision and strategic plan. And you wouldn’t embark on a new initiative without first reviewing your cash flow and income