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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Cultivating a New Generation
National Center for Family Philanthropy
It’s the giving season—a time of joy, wonder, togetherness, and sharing. For Kimberly Myers-Hewlett, it is also a special time that brings her back to her philanthropic roots that began
Qualified Opportunity Fund Guidance
Koley Jessen, P.C.
The Department of Treasury and Internal Revenue Service has issued initial proposed regulations and instructions for investments in qualified opportunity funds (“QOF”), a program designed
Qualified Opportunity Zones: An Introduction to New Opportunities under the 2017 Tax Cuts and Jobs Act
Schiff Hardin
The Tax Cuts and Jobs Act of 2017 created new incentives for investment into certain communities throughout the United States that have been designated as Qualified Opportunity Zones (QOZs) by the U.
How to Make Decisions as a "Family Enterprise"
Jill Shipley, Cresset Family Office
With a successful business enterprise, how decisions are made is typically well established and clear. After all, it’s unlikely the business would have achieved any level of success without
Transparency in Family Philanthropy: Opening to the Possibilities
Elaine Gast Fawcett, National Center for Family Philanthropy
What choices do you have when it comes to transparency? How open and accessible is your family foundation—to the extended family, to grant seekers and partners, to the public? What approach do
New Benefits of Converting from an S Corp to a C Corp
Waller Lansden Dortch & Davis
With the passage of the Tax Cuts and Jobs Act at the end of 2017, more family businesses are examining their corporate structure and considering the tax implications. Specifically, companies that are
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
Dynasty Trusts
BDO
Following recent amendments to the tax code, both the applicable estate and gift tax exemption and the GST exemption were increased to $11,180,000. This nearly doubled the exemptions available in
Virtual Currencies
BDO
Investors are purchasing and selling virtual currencies (also known as “crypto currencies”) at a faster rate than ever before. Although these virtual currencies are not legal
Equity Compensation
BDO
The ability to attract, retain, and reward a superior workforce is fundamental to every organization’s long-term growth. One way to achieve it is to offer stock options to employees, giving