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 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.
At some point, most families ask if they should have a family meeting, recognizing the importance of providing a forum for sharing news, concerns, opportunities, and challenges in an open and direc
Families with significant wealth often assume that requiring a prenuptial agreement should be expected, but frequently have questions on the impact the discussion can have on current and future fam
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the fam