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 enterprise” begins. The family is faced with the issue of how to preserve the family wealth and well-being beyond the first generation.
Recommended for: Family leaders, family office executives, business owning families
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
FOX research shows that a top concern for wealth owners, second only to preserving the value of assets, is helping children to become productive adults.
The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking fami
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
The vast majority of the wealthy actually come from middle-class or working-class backgrounds.
While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is upper
Wealth brings vast opportunities to families, but also vast challenges. Families wish to motivate children with wealth and to foster independence vs.
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth.
One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices.
To be successful, the family office and the family itself must be aligned in their objectives with clear definition of roles for each.