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For business owning families, family councils offer opportunities for members to be involved with both the family business and the family system itself. A council can provide structure that helps members productively manage the strengths, challenges, and tensions that arise when a family has both an active operating business and multi-generational ...

In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry. Diversification, the risk/reward trade-off, the separation of alpha and beta, the benefits of passive index funds, the ability to manage risks via asset alloc...

Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike. Since the demise of Lehman two dominant questions arise from this group of decision makers. Firstly whether client assets are genuinely segregated off the...

Many investors are questioning the value of diversification, particularly after the events of 2008. Perhaps the problem is not diversification itself, but the way investors have implemented it. Risk-Parity portfolios offer a different approach to diversification, one that proved more resilient in the credit crisis. But what is risk parity, and how ...

Over the past decades, family specialists have developed a deeper understanding of the host of emotional responses that accompany wealth events – whether the event in question is a business sale, inheritance, trust distribution, or other financial transition.These wealth events can have powerful effects on individuals’ notions of identity, purpose,...

There are many misconceptions about prenuptial agreements and while many people feel they are integral to protecting the assets of the family, others feel they engender feelings of distrust and add yet one more emotional burden to wealth ownership.On this webinar, listen in as speakers examine this sensitive topic and hear examples of different way...

The latest in FOX's original research studies examines the many ways in which family wealth advisors structure and implement their fee and pricing models in today's marketplace.This program will offer a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other wealth advisors employ to reali...

Contemplating or deciding to sell the family business creates a challenging transition for families. How do you prepare your family or your clients? What happens when legal and financial structures change? What is the reinvestment plan? How will the family reinvent themselves? Listen in as GenSpring Chief Fiduciary Officer, Steve Salley explores th...

As the world’s economies continue to globalize and integrate, more and more wealthy families are recognizing that citizenship is more than just a nationality inherited at birth. In fact, citizenship and residency are powerful, strategic assets that can be acquired or given up in order to create a better life for themselves and their families. This ...

According to data from the US Department of Health and Human Services, more than 10% of Americans struggle with some form of addiction and/or mental illness.Most families face these issues at one time or another – but for high net worth family members, personal problems come with an additional layer of risks to the family enterprise. How can the fa...

Ultra high net worth families face the question of whether to keep the financial family together at many points in time. From the first liquidity event through the continued branching of the family tree, family members must regularly determine if and how they should continue their wealth management work together. This complex decision can also surf...

The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule stems from the Dodd-Frank Wall Street Reform and Consumers Protection Act. See the official SEC ruling.FOX held a special teleconference to help you un...

Collaboration is necessary to both business and family success in the 21st century. Yet many families find it difficult to develop a collaborative culture - and collaborative leadership - when their family has traditionally been organized around the directives of a founding patriarch or matriarch.Business-owning families in particular may struggle ...

21st century wealth owners and their financial advisors often seek to design trusts that are flexible enough to withstand personal and financial changes yet manage the investment's outcome. Trusts serve the useful purpose of retaining control of funds pending certain events, after which funds may, can or must be transferred to or on behalf of the b...

As health care becomes a larger percentage of overall costs for families, coupled with the increasing complexity and diversity of the system, your clients will look to you, their trusted advisors, to assist them in making a myriad of health care decisions.This webinar will approach managing health and wealth with an integrated approach and uncover ...