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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Five Things to Consider if a Buyer is Financing the Purchase of Your Business
Koley Jessen P.C.
Transactions for the purchase and sale of businesses are rarely all cash deals. No matter the transaction structure, the use of financing to consummate the purchase creates a new dimension and layers
Employee Retention Strategies
Koley Jessen P.C.
Employers are facing workplace retention challenges with increasing regularity. Whether this is the result of a shift in generational norms or a strong economy, employees seem to be more mobile than
Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth
Pitcairn
History shows that the families who address human issues, in addition to the financial issues, are the ones that prosper for multiple generations. Understanding the three human dimensions of family
Wealth at 100: How Living Longer is Changing the Dynamics for Prosperous Families
Pitcairn
Today, a quarter of 65-year-olds will live past age 90, and one in 10 will live past age 95. Living longer has considerable benefits for individuals and their families, but living longer is also
Trade Finance: An Expanding Opportunity for Institutional Investors
Cambridge Associates
While trade finance is among the oldest forms of institutionalized credit, it has only recently become an accessible market for most institutional investors. Providing high liquidity, good return
Social Equity Investing: Righting Institutional Wrongs
Cambridge Associates
Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth Into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back and to make an even bigger impact. In the 2018
Revitalizing Privacy and Trust in a Data-Driven World: Key Findings from the Global State of Information Security® Survey 2018
PwC Private Company Services
Massive data breaches, constant collection of personal data—it may seem like privacy is dead in the digital age. But privacy, security and trust are increasingly vital and intertwined in a data
Risk in Review Study: Managing Risks and Enabling Growth in the Age of Innovation
PwC Private Company Services
How can risk executives embrace innovation while preparing for unknown risks such as a self-driving car commandeered by hackers, data analytics software that unintentionally reflects biases, or