Wealth Trends

FOX is uniquely positioned to not only gather a full range of perspectives from private investors, family office executives and other wealth advisors, but also to quickly identify issues and bring trends to the surface. We know what owners bought and what they thought, where the private wealth industry stands and where it’s headed.

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Family Wealth Advisors Insights
Bank of the West
There is great responsibility when serving the ultra-high net worth clients, especially those who are concerned about preserving a family legacy and the successful transfer of their wealth and/or
Middle Market Businesses Refrain from Capex Investments Despite Tax Incentives
RSM US LLP
In order to sustain their businesses for the long term, successful business owners tend to be thoughtful in their investments. They act like chess masters, deciding their next five moves in order to
Women & Wealth
GenSpring | SunTrust Private Wealth
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
Are Incentive Trusts Gaining Popularity?
Al W. King III, South Dakota Trust Company
Incentive trusts are typically defined as trusts with provisions to encourage or discourage certain types of behavior and promote family values. Despite their appeal, they remain underutilized. One
Family Meeting Handbook
BMO Wealth Management – CTC | myCFO
Creativity, patience, tolerance, and “flexibility” are the keys to planning, holding, and advancing Family Meetings. While there are guidelines to help and ideas to utilize, it is
Big Ticket Purchase? Ask Your Picasso to Pay
CTC | myCFO
Artwork, along with other types of assets, can be used as collateral for a loan to purchase property, invest in a business, or to buy more art. There are no limitations on the use of the proceeds.
Impact Investing under the Uniform Prudent Investor Act
Casey Clark, Glenmede
Three converging trends—including a shift from negative to positive screening—are making it easier for investors to implement impact investment programs that deliver competitive returns.
Advice from a Filmmaker On How to Connect with "The Kids" (aka the Rising Gen)
Jamie Yuenger, StoryKeep
The importance of connecting with your children, whether they are ten years old or sixty years old, never diminishes. The investment you make in them comes back ten-fold in the family office setting
Planning Ideas for the Ages: Your 40s-70s
Glenmede
Each decade of life brings unique challenges and opportunities, financial and otherwise. Focusing on each stage from the 40s to the 70s, we highlight the planning issues that may be ripe for your
Uncomfortable Money Dilemmas: Graceful Ways to Handle Them
CTC | myCFO
When you make more money than your friends, it can set up awkward and uncomfortable money dilemmas. However, there are ways to get around them by having a few good verbal comebacks and a dose of