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Helping an elderly parent adjust to their changing needs and circumstances can be challenging for both parties. While parents are adapting to major lifestyle changes, their children are often relied on to help make important decisions about their care. To ease this potentially challenging transition, this checklist contains a series of topics you c...

Having to say goodbye to a loved one is never easy—and if you are authorized to make financial decisions on behalf of them, you may face even more challenges. Closing out someone’s personal, financial, and legal affairs while grieving their loss can be stressful, so consider using this checklist as a step-by-step guide to help stay on track.

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report...

The past two years have tested even the most resilient families and family-held businesses. Balancing domestic obligations with managing companies virtually is stressful even on the best of days. But when employee relationships include family relationships, workforce dynamics take on a whole other level of complexity. Add a global pandemic on top, ...

FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX&nbs...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

At some point on your family journey and through the key life stages, you may take a step back and realize the wealth and legacy you’ve created are going to live on for generations. As you begin to reflect, you can look to the legacy and estate planning guide in this Digest as a starting point. You’ll also find helpful checklists, thoughtful questi...

For young adults, heading off to college often represents a major transition into adulthood and independence. One aspect of this transition is understanding the importance of financial well-being. By knowing the basics of personal finances and creating clear goals, students can set themselves up to succeed during and after their college years. Here...

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...

In a work environment where employees increasingly say they are burned out, this survey of 1,500 respondents shows that the most successful employers will be the ones who support their employees to alleviate the stressors consuming today’s workforce and challenging leaders. While the increase in burnout was a major finding, the survey also revealed...

In this session, participants will explore a comprehensive framework designed to address the essential question: how might we build a strong and connected family of wealth? The discussion will center on the ten core competencies crucial at each life stage for navigating the unique challenges and opportunities that wealth brings. Attendees will be e...

The 5 Principles of Invisible Wealth provides a comprehensive framework for redefining wealth as more than money. How can we translate this abstract concept into tangible actions? This framework, represented by the five principles of money, health, knowledge, time, and relationships, helps us embrace a holistic interpretation of wealth, inviting ri...

In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.