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It is more important than ever for people with substantial wealth to fully understand their liability risk. In addition to wrongful termination and/or discrimination lawsuits filed by domestic staff, automobile injury claims, and libel and defamation lawsuits resulting from online activity, their overall lifestyle can create unique risk exposures.

This paper offers a practical look at how an individual or family might plot a successful road map that aligns and grows with their unique abilities, needs, and personality. The authors detail the steps in a philanthropic asset allocation process involving fact-finding, planning, and continuing assessment as seen through the eyes of three hypotheti...

Investors and advisors focused on wealth growth and preservation may see environment, social, and governance/socially responsible investing as taxing a portfolio's performance. This paper offers a framework with associated metrics for assessing ESG/SRI integration into the portfolio with the same rigor and discipline used in all other fiduciary dec...

Newsletter of the Synergos Institute dedicated to disseminating best practices and innovations in philanthropy and social investment around the world.

While the outcome of many global issues remains uncertain, we believe the risk/reward equation favors taking well-calculated, above-average risk. Investor psychology can change at any moment. When the market returns its focus on individual company fundamentals, we expect significant alpha will be generated by portfolios that own high-quality compan...

Privately held companies are susceptible to a range of allegations brought by employees, customers, creditors, and government regulatory agencies. However, a comprehensive D&O insurance policy from a qualified insurer can absorb many of the risks to which managers and fiduciaries of private companies are exposed.

A return to a “high” market warrants a full understanding of the nature of ownership (legal title) risks in the art industry and how art investment fund managers can mitigate these risks.

Taking the time to consider security measures before a theft occurs can save a collector a great amount of frustration and expense. Here are seven key measures that can increase the security of fine art and collectibles for little cost.

With incidents of Internet crime surpassing 300,000 annually and continuing to grow, computer users are wise to watch for the warning signs that their computers are being hacked and to be proactive in protecting themselves. This article provides best practices for preventing security breaches as well as a checklist to help maintain your personal se...

Life insurance policy owners should take heed as continued low interest rates result in lower investment returns credited to policies over time. This can be particularly troublesome for those who do not regularly review and benchmark their policy performance. This bulletin examines the impact of a low interest rate environment on insurers, the perf...

Selling the family-owned business is one of the most important financial decisions and transactions that any family will face. Business owners, their children and grandchildren will live with the results for a long time to come. Getting it right is important to maximize family wealth, and some basic advance planning — even several years in advance ...

Leadership succession and governance are important issues for every financial family. However, these issues are especially complex for business-owning families. To explore succession from an expert perspective, FOX spoke with Kelin Gersick, co-founder and senior partner of Lansberg, Gersick & Associates, a consulting and research firm specializing ...

Timing isn’t everything in year-end charitable giving — it’s the only thing. When considering year-end charitable gifts, donors should keep these simple steps in mind.

The family office is often called upon to organize and staff family charitable endeavors. Community foundations can be a resource for the family office by providing information, insight, technical know-how, and alternate means of funding and conducting a family's charitable activities.

Family giving can be wonderfully gratifying as well as a bit messy. That goes double when several generations with different agendas run the family foundation. At the FOX Fall Forum, family members and foundation executives engaged in a lively discussion on how to effectively address questions related to family philanthropy.