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Family offices of every size and type can serve as unknowing gateways to sensitive data and personal information due to their extensive financial dealings and relatively low maturity in cyber preparedness. These vulnerabilities make family offices attractive targets to threat actors who may not even need sophisticated hacking skills to compromise a...

As the new U.S. federal landscape takes shape, this outlook report is designed to provide key insights into policy implications and how they may impact various industries in 2025, including agriculture, energy and environment, healthcare, tax, technology, trade, and transportation and infrastructure.

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

The top-line findings in this Report may sound familiar. Costly cancer claims. Widespread cardiovascular and metabolic health concerns. Unmet mental health and wellness needs and medical trend pushing up costs. But behind these enduring issues, a lot is changing—employers’ and insurers’ responses to these well-acknowledged themes cannot remain stat...

Welcome to day 1 of the 2024 Family Office & Wealth Advisor Forum. Scott Muench, Managing Director, Membership, FOX Peter Moustakerski, CEO, FOX

Welcome to the 2022 FOX Family Office Forum. Peter Moustakerski, CEO, FOX Glen W. Johnson, President of Membership, FOX

Polarity exists in nature and the nature of our business. Different views, values, preferences—in other words, diversity—is at the core of polarity. Recognizing and managing polarity within your organization allows for leveraging the benefits of diverse perspectives, promoting a balanced and thriving workplace. We explore how to navigate and embrac...

Capturing the insights from over 900 experts worldwide, this executive summary of the 2025 Global Risks Report highlights the key findings to support decision-makers in balancing present crises and longer-term priorities. The report also considers the survey findings and the range of implications, plus it provides six in-depth analysis of...

The Global Risks Report is a comprehensive analysis of the most significant risks facing the world today. Designed to help understand the top risks for 2025 and over the next decade, this report provides insight into challenges and opportunities for risk leaders across industries. Developed by the World Economic Forum with support from strategic pa...

Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment ...

With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...

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...

If your family office is like many small- and mid-sized organizations, you could use additional help but assume it’s costly to go the outsourcing route. In reality, what is high-cost and high-commitment is hiring more in-house staff. A more cost-effective, and infinitely more flexible and valuable option is outsourcing your back-office needs to a t...

Family offices are like wealth management businesses, and like any business, there is a need to be governed and managed with a prudent and practical set of processes that steward the family wealth for multiple generations. Taking an “Investment Operational Risk Management” approach, an overview of ten key areas is provided to help your family offic...