Wealth Planning

Successful total wealth management planning requires an integrated approach not only to managing a family’s investments, but also to determining how financial structures and holdings compliment other key aspects of wealth maintenance and succession such as tax and estate planning, insurance and even philanthropy. The wealth planning process should include clear, consistent communications to ensure alignment with long-term family goals and a strategic view of future risks and opportunities.

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Family Office Exchange
Monday, March 24, 2014

Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.

Family Office Exchange
Thursday, February 27, 2014

The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family En

Sara Hamilton
Friday, March 8, 2013

This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related pr

Family Office Exchange
Thursday, November 1, 2012

The goal of our latest FOX Thought Leaders Summit was to identify how families organize themselves for a longer-term

Family Office Exchange
Tuesday, June 19, 2012

Families that develop enterprise plans typically experience greater harmony, more clearly recognize threats to long-term goals, and do a better job of capitalizing on wealth enhancement opportunit

Family Office Exchange
Friday, April 20, 2012

In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.

Family Office Exchange
Saturday, January 1, 2011

Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice.

Family Office Exchange
Wednesday, September 1, 2010

Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations.

Family Office Exchange
Monday, February 1, 2010

This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of

Family Office Exchange
Thursday, October 1, 2009

Conducted in partnership with Harris myCFO, this is the third publication in a series of FOX Thought Leaders Programs, and the second study to examine how families with generational wealth can ado


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