Leadership & Succession

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Family Office Exchange
Tuesday, January 21, 2014

As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family ente

Family Office Exchange
Saturday, January 1, 2011

Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face.

Family Office Exchange
Wednesday, October 17, 2007

The result of one year of research and study with ultra-wealthy families, this landmark report by FOX not only examines the need for thoughtful, intentional preparation for ownership but also prov

Wednesday, March 12, 2014

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.

Wednesday, February 12, 2014

The vast majority of the wealthy actually come from middle-class or working-class backgrounds.

Wednesday, September 11, 2013

Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.

Wednesday, January 25, 2012

The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures whi

Wednesday, March 9, 2011

The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members.

Friday, May 28, 2010

92% of heirs switch their advisors after receiving their inheritances.

Wednesday, July 8, 2009

92% of heirs switch their advisors after receiving their inheritances.

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