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As follow-up to the 2023 FOX Rising Gen Research Study, a panel of rising generation leaders shared their personal stories of challenges and successes and gave advice to their rising gen peers. Amplifying the voices of future family leaders encourages positive change and multigenerational discussions. ...

Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the lens of past, present, and future considerations, helping you anticipate possible changes like the estate tax exemption sunsetting at the end of the 2025. We’ll examine the s...

In an uncertain economic environment, what can family offices do to bridge M&A valuation gaps with sellers? In this 10-minute interview with Brian Lucareli, Director of Foley Private Client Services (PCS) and Arthur Vorbrodt, Co-chair of the Family Offices group, learn about the pros and cons of utilizing rollover equity, earnout payments, and/...

The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology....

In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen st...

Private credit investments have experienced a rapid evolution over the past decade. Market conditions have helped to shape what may be a particularly auspicious cycle for the asset class. Higher interest rates and changing credit market dynamics have created attractive opportunities for private investors and wealthy families—but proper due diligenc...

While each family office has its own unique makeup and course to success, there are many recurring themes over the years which, when aggregated, form something of a roadmap which can be used to help guide other families on their own unique journeys—be they new to wealth or several generations deep. Against that backdrop, this eBook brings collectiv...

In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.

For business owners and their advisors, it’s probably not surprising that buying another company or other assets requires moving with speed and diligence. But gaining an edge—and winning—on the buy side is a bit more complicated. Effective companies tend to deploy a series of purposeful tactics and avoid common mistakes when pursuing acquisitions. ...

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives. The practical advice ...

Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partne...

We’ll examine how to successfully navigate the challenges that arise with the aging and cognitive decline of a family member and/or board member from the perspective of the family office. Aging experts emphasize several strategies for identifying cognitive impairment and ensuring early detection, along with resources and approaches for handling the...

Given the high-profile nature of some startups raising money through misrepresentation and in certain cases fraud—resulting in significant losses for their investors—there has been a call for increased scrutiny and new regulations. What are the implications of such proposals and how may they affect investment firms’ obligations to their investors, ...

There are both advantages and disadvantages for family offices considering a minority direct investment. In this interview with Brian Lucareli of Foley Private Client Services, Glenn Singleton spoke on the distinguishing characteristics of minority investments, key terms and their negotiations, common structures of minority investments, and techniq...

The current next-generation family members are changing the way families view wealth, no longer focusing on creating wealth for wealth’s sake. It’s still about creating wealth, but now more questions are being asked about, ‘how can we use this wealth to improve society?’ and less about ‘what we can do to just keep building it.’ This process is refe...