Leadership & Succession


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 sustaina

Women Investors: Driving Empowerment, Confidence, and Success
Wilmington Trust

Women have become financial powerhouses. That much is certain. They have taken on an increasing role in managing wealth to the tune of $11.2 trillion.

Mindful Family Leadership: Harnessing the New Brain Science
Kristen Armstrong

New findings in brain science and neuroplasticity provide clues on how to create and sustain better leaders, especially within family enterprises.

Succession - Taking a Broader View
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family le
The Advisor Insights 2016 Q4
Atlantic Trust Private Wealth Management

For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.

Next Generation of Trustees Applies New Perspective to Sound Fundamentals
Brian Broderick, Steve Kidder, Charles Platt

A great deal of focus has been placed on the next generation of business leaders, beneficiaries, and philanthropists.

Guardianship: Strategies for Minimizing Risk
Steven W. Perlstein, Adriana Riviere-Badell, Josh Sheptow, Robin Rathmell, and James Corbett QC

It is an unfortunate fact of life that, as we age, our cognitive powers often decline.

Urgent FOX Webinar - Is the Clock Ticking for Valuation Discounts? - IRC Sec. 2704

The announcement of proposed regulations under Internal Revenue Code Section 2704 has many families and their advisors scrambling to mitigate the potential impact the regulation could have on their

The Home Team Advantage: Successfully Preparing Your Family for the Future
Thomas C. Rogerson

When you think about family dynamics, very often there’s a lack of that home team concept and feeling of unity.

The Six Most Contentious Parts of a Family Constitution
Brad Simmons

A family constitution—the rule book that defines the vision and principles of a family’s wealth strategy and acts as an operating model—should be as unique as the family itself.