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The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the famil...

Enterprise Risk Management offers a robust approach to managing risk for families, developing a cost effective, comprehensive plan taking into consideration the rapidly evolving nature of our clients’ needs. It takes a holistic approach to identifying, defining, quantifying, analyzing and providing solutions to all the identifiable exposures ...

Launching an effective family enterprise plan can be a daunting task yet it is essential to the long term sustainability of the family and its wealth. This 2012 FOX Fall Forum session detailed a framework for understanding the planning process and explored the changing risk environment for wealthy families.Some highlights include:Simply stated...

The family wealth industry is at a strategic inflection point with a future that’s both bright and turbulent. Wealth professionals will face challenges driven by the rising complexity of the families they serve and the imperative to evolve quickly and serve a broader range of their clients’ needs and expectations. &nbsp...

The future will bring transformative changes to families, their enterprises, family offices, and wealth advisors. Transformation will be structural, philosophical and cultural, resulting in a paradigm shift that better balances managing the family’s financial capital and nurturing its other capitals—especially the well-being of its members. &nbs...

We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It’s about the sustainability of the family office and preparing it for the long run. With the future of the fa...

In this 2019 Foresight article, we explore how family enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. We review a wide range of general and specific strategies to mitigate systemic risks.