Whether it's comparing the options of aircraft ownership or incorporating a family's art collection into their wealth planning and navigating the risks of household employment, this Toolkit can serve as a guide to help meet your needs for luxury concierge services and lifestyle management.
Solutions and Resource Toolkits
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:
Resource Search
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.
From rethinking compensation and benefits to workplace culture and aligning talent development plans with the needs of enterprise families, human resource leaders are adapting to a changing environment. And while technology plays an active role, the "people side of business" is central and essential now and well into the future.
Digital transformation is here with leading family offices, operating businesses, and advisor organizations embracing emerging technologies—including AI—to optimize their operations and prepare for the opportunities ahead. However, success hinges on more than outlining business needs and implementing technology requirements. With expert perspectives, structured frameworks, and adaptable tools, you'll be in a better strategic position to succeed while adapting to a new and evolving frontier.
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 and, importantly, family values.