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 Tax Reform Strategies for Business Owners
Jonathan Fitzgerald, Wilmington Trust
With the passage of the Tax Cuts and Jobs Act in late 2017, virtually all areas of federal tax law saw sweeping changes. As a business owner, it’s particularly important to understand how these
2018 Family Office Benchmarking Study
Marsh Private Client Services
Today’s risk environment is more complex than ever before. Successful individuals, families, and family enterprises—including first-generation wealth makers and large, multi-generational
You Cannot Not Communicate: The Importance of Family Communication
GenSpring | SunTrust Private Wealth
Communication is found to be the most important factor for cohesion in families and sustainability of family wealth. Statistics show that more than 70% of families are unsuccessful at multi-
Handling Management Transition Challenges in Family Business Succession Plans
Mark Harder, Warner Norcross & Judd
Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with nonfamily
2018 FOX Multi-Family Office and Wealth Advisor Study
Family Office Exchange
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated,
Cybersecurity and Advanced Techniques to Safeguard Your Data
PURE Insurance
In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. And
Family Wealth Security Risks: Solutions for Families, Family Offices and Family Enterprises
AIG
In business-owning families, personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can
I Married a Robot: How Artificial Intelligence Will Change Our Lives
Ballentine Partners
From the Amazon Echo to self-driving vehicles to currencies that you can’t touch, Artificial Intelligence (AI) is gradually transforming developed societies in ways that cannot yet be fully
Transformation of the Ultra-Wealth Business
Family Office Exchange
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an
Successful Generations Podcast: Engaging Your Family in Family Philanthropy
National Center for Family Philanthropy
The question Virginia “Ginny” Esposito, Founder of the National Center for Family Philanthropy, gets asked the most, is “How can I engage my family in philanthropy?” In this