For decades, families of wealth and industry experts have turned to the FOX Library and Resource Toolkits for its curated collection of thought leadership, proprietary research, and tools that address their needs and concerns. Here, you’ll find select Resource Toolkits on popular topics—including Enterprise Families, Family Office, Family Governance, and Risk Management—to help families of wealth and their trusted advisors be well informed, prepared, and armed with solutions and expert insights. Download the curated resources and share them with your network for further discussions and planning opportunities.
For more thought leadership and best practices, explore the full FOX Library and the select Toolkits here on the topics of interest:
From young adulthood to family formation and end-of-life planning, navigating the various stages of family life brings with it unique challenges for families of wealth. By understanding and proactively preparing for the complex issues and opportunities—including knowing how your money story shapes your financial personality and taking a positi...
Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing. Curated Resources For members of...
Leading and sustaining an enterprise family that shares the ownership and stewardship of collective family assets can be challenging in the face of growing complexity and diversity. Fortunately, there is a path forward for families to ensure they thrive across multiple generations. Where To Begin Co-authors Sara ...
We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It's about the sustainability of the family office and preparing it for the long run. With the future of the fa...
With the shift moving away from a fear-based approach to a more positive paradigm in the wealth management space, the expertise and the many advisory disciplines are adapting to the transformational journey of the family, with integrated services and professional standards emerging as best practices over time. The goal is to help your family flouri...
Building and running a business can be immensely rewarding, both personally and financially, but it comes with unique challenges and risks. To ensure success at each stage of growth and change of your operating business—from startup to maturity to succession planning and beyond—it's crucial to be adaptable while proactively preparing for what's ahe...
As families think about protecting their assets and ensuring their legacy, it becomes clearer how trusts and estate planning are essential. From understanding the various vehicles of wealth transfer strategies to trustee selection and trust structures and compliance, families can facilitate a more harmonious and purposeful transfer of both wealth a...
When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Preparing children for both the opportunities and responsibilities that come with wealth is not easy, but those who have committed to family learning and educating the next generation will tell you that the retur...
By identifying and addressing potential risks, family offices and enterprise families can proactively mitigate potential threats, protect their assets, and minimize the likelihood and impact of negative events. With insights and sound advice from the FOX community, discover the best practices for risk management and build resiliency into your enter...
The act of giving through family philanthropy can be a transformative experience for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful vision and decision making throughout the lifespan of the family's philanthropic work. With the d...