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Forging a close relationship among siblings during childhood is hard enough, but as siblings become adults, the development of disparities in wealth can challenge even the strongest relationships. In business-owning families, the potential ramifications not only affect the personal lives of the immediate family, it can also disrupt the alignment of...

There are few issues in family business that create more conflict and tension than the employment of family members. The complexities involved and the breakdowns in communication and trust can contribute significantly to the alarmingly high rate of failed intergenerational transitions in family business. The good news is that there is a way for fam...

From Australia to United States and many places in between, this Global Employer Guide reflects an easy-to-read summary of employment law that changed in each country over the past year, including pandemic-related changes where applicable. Visa processes, employee rights, contract requirements, transfer of business considerations, privacy standards...

Whether an employee leaves for another job or because the employer decided it was time for the employee to go, employers typically need to figure out how to replace a departing worker. Sometimes, the break is clean. Other times, it can be complicated. Regardless of the reason or circumstance, now-former employees may have post-employment obligation...

A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements, and specific beneficiary needs. Yet there is also such a thing as overcomplexity, which can waste time, cause confusion, decrease potential returns, a...

The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted before, investors may now face a new regime of high inflation and rising correlations between equities and fixed incomes. For investors in hard-hit 60/40 portfolios...

Consumer Protection Attorney Anthony DiResta takes a look at the Federal Trade Commission's proposed rule to ban non-compete clauses in employment agreements. Mr. DiResta analyzes wide-ranging implications of the proposed rule and provides questions for companies to consider when submitting public comments on it. Download the file fo...

As families grow larger and more diffused—the epitome of an enterprise family—consensus seems ever more difficult to attain. In this Q&A, FOX’s Chief Learning Officer Mindy Kalinowski Earley and principal Jeff Strese of Jeff Strese Consulting Group discuss how families can reduce conflict by taking a consensus-building approach that can navigat...

The expectations of an economic soft landing and favorable equity market in both 2023 and 2024 were possible due to the positive underpinnings of a healthy labor market, falling inflation, and a Fed pivot to rate cutting. In 2025, however, expectations are higher, policy shifts are underway, and several new factors that include tariffs, trade wars,...

In a world where conflict is inevitable, how can families with complex family dynamics and complicated structures foster healthy conflict that actually makes them stronger and more resilient. Join Matt Wesley and Cathy Carroll to find the Goldilocks of constructive conflict. They will discuss the mindsets and skills any family can develop, such as ...

Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible. Sometimes, however, sophisticated qualifying investors increase their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk. This primer wi...

Despite the hurdles and distinct challenges that come with adding private markets to an investment portfolio, many of the most sophisticated institutional investors are allocating to private markets. Historically, the asset class has generally outperformed public markets due to a range of factors, including the broader investment landscape, informa...

While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing we...

Amid evolving global dynamics, emerging market corporate debt offers ample and compelling investable opportunities. The diversity of the asset class gives investors a wide spectrum on which to effectuate their views and investment strategies. But investors should navigate with caution and take note of the five themes that will have a notable impact...