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Summary of the Coronavirus Aid, Relief, and Economic Security Act
Warner Norcross & Judd
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was signed into law. The CARES Act provides emergency assistance to individuals, families, and
Model Coronavirus Response Plan
Cozen O'Connor
When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for
Do I Want a Donor-Advised Fund or a Private Foundation?
Warner Norcross & Judd
As individuals and families contemplate their charitable giving, they often consider forming a private foundation or creating a donor-advised fund. Understanding the pros and cons of each giving
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
Cover to Cover: How History Books Are Built
Kathi Ann Brown, Milestones Historical Consultants
Undertaking a family business history is similar to constructing a house—both involve many steps, materials, decisions, and a serious investment of time and energy. "Cover to Cover: How
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
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