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We are eager and excited to share the January 2026 edition of FOX Foresight with you. This thoughtful publication covers numerous topics that we believe will set up the key themes and focus for the year. Our entire team of subject matter experts have contributed their leading edge thinking on a myriad of topics that will surely be on everyone’s radar for 2026. 2026 FOX Foresight (January Edition) is presented in 4 chapters:

Every family is unique, but all families go through a fairly consistent and predictable journey. Understanding this timeless lifecycle and the different evolutionary archetypes families assume provides a powerful tool for seeing around corners and charting a compelling strategic course for the family. Knowing where the family is in its perennial journey and where it is headed next allows family leaders and their family offices to invest in the tools and capabilities that best meet the needs of the family and ensure the well-being of its individual members.

This article is about fostering better family understanding through effective communication about critical issues that impact the sustainability of the family and the enterprise. In the past five years, it has become more difficult to keep stakeholders aligned around shared goals and capital allocations, given the disruptive challenges facing all owners of private capital. Establishing a quarterly discussion will help the family better understand the complexity of decisions being made and will help the family process the ‘pros and cons’ that must be considered.

Wealth and resources can provide wonderful opportunities to support entrepreneurship, encourage philanthropy and practice responsible stewardship. It is also a primary concern for parents who worry about their child’s relationship with money, or how wealth may disrupt a life path. Collected from decades of work with parents and young children, Mindy Kalinowski Earley FOX Chief Learning Officer, and Joline Godfrey, founder of Bounce10 address what not to do when raising children amidst abundance.

The article delves into key ideas from the Private Family Capital Blueprint in “The Challenges & Opportunities Facing Private Family Capital Today.” It highlights how families can preserve generational wealth through a clear Family Vision and disciplined investment strategy, focusing on maintaining purchasing power amid inflation, taxes, and monetary debasement, and leveraging scarce, owner controlled assets to protect long-term value.

Despite its powerful and flexible nature, PFC is commonly invested within isolated ecosystems that limit its full potential. Further, family offices, multigenerational families, and other stewards of Private Family Capital (“PFC Investors”) frequently adopt the strategies and approaches of institutional funds, pensions, endowments, and corporations, often without fully considering the unique advantages available to them.

In an age of change and continued evolution of the family wealth environment, 2025 was a year marked with the need for sound practices and steady guidance. Looking back and looking forward, Family Office Exchange’s (FOX) Year in Review highlights key insights on:

Private Family Capital (“PFC”) represents one of the most formidable forces shaping the global economic, social, and intellectual landscape. As PFC continues to be recognized as a distinct form of Capital—separate from its institutional counterparts—its influence and impact appear poised to grow. This executive summary outlines how PFC Investors can better position themselves to generate enhanced outcomes.

While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing wealth. 2025 FOX Foresight is presented in 8 chapters and can be viewed here, or individually in the "Related Resources" column below.

Generating positive impact has emerged as a key trend within the Family and Wealth Management space. Investors, families, and society show growing interest in measuring the effects of their actions—and non-actions— with an emphasis on the impact of their investments. We explore current views and provide practical ways families can move forward to become empowered stakeholders.