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.


Women and Money—A Path to Gender Equality
Hawthorn, PNC Center for Financial Insight

Throughout their lives, many women will probably face a number of circumstances unique to their gender, and each with financial implications.

Experiential Travel
HUB International Personal Insurance

These days, the type of travel and experiences accomplished individuals are choosing has led to a marked shift where affluent travelers now seek experiences that complement their lifestyles in enri

2018 FOX Global Investment Survey: Key Insights
Family Office Exchange

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

Is Private Aviation Ownership Right for You?
Hawthorn, PNC Center for Financial Insight

Flying privately has become increasingly popular for a variety of reasons, including convenience, security, and lifestyle, but there are several considerations in determining what usage and ownersh

The Overlooked Gap in Financial Advice
Chubb Personal Risk Services and Oliver Wyman

The wealth management industry is experiencing a period of change and disruption, leaving many financial advisors feeling that they need to find new ways to provide additional value and grow their

Culture and Capitalism in China: A Family Office View from Wigmore

The United States has been the world’s undisputed economic superpower for more than a hundred years. Yet in the long arc of history, that dominance has been relatively brief.

What Does the Future Hold?
Michael A. Cole, Ascent Private Capital Management

Many individuals and families attribute their success today to years or decades of decisive planning and focused effort.

Top Strategies to Attract and Retain a Multigenerational Workforce
Joe Brusuelas, RSM

The number one staffing challenge that companies across industries are facing today is the lack of qualified workers available.

Infographic: Finding Incentives to Attract and Retain a Multigenerational Workforce

In a tight labor market, companies are offering a range of benefits and incentives to address the need for a qualified workforce comprised of Boomers, Gen Xers, and Millennials.

Market Correction: Passing Squall or Tsunami Warning?
Bruce D. Simon, Ballentine Partners

Investors awoke from their multi-year slumber in late January to a nasty reminder that stock prices are volatile.