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As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several factors, including the desire for increased control, better alignment of interests, reduced fees and expenses, and higher returns. While the appeal of di...

Families that have accumulated significant assets want to know how to best prepare the rising generation to help them maximize the benefits available to them, while also minimizing the unique challenges that occur when navigating the world of wealth. Younger family members may have different approaches when it comes to wealth. Understanding where t...

Traditionally, wealth advisors use a succession planning framework that involves working with the founders to look downstream to the next generation for an effective “passing of the baton” strategy. In contrast, a multi-generational approach encourages each person within the family system to contemplate and share with others where they’ve come from...

In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in a family office setting, the build or outsource approach to investment resourcing should include saving on both the costs and time associated with running a...

As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...

Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification. Broadly speaking, investors can access four types of investment vehicles—including separately managed accounts—to avert making a wrong decision that can saddle a family with unexpected taxes, inc...

For the wealth owners—and the family offices managing their assets—the opportunities that impact investing presents are arguably greater than for any other type of investor. While impact investing is a natural fit for family offices, most are still working out where to start—mulling over issues like how to source deals and measure impacts. In order...

Selecting or reviewing the location of your family office is a highly complex and challenging exercise. As your family grows and gains assets and business interests that are often outside your home country, a host of factors can be crucial to your choice of location. These include considerations around reputation, regulatory frameworks, tax regimes...

We all want our children and grandchildren to be critical thinkers and to find their own way in the world. But we often want them to also adopt the family’s values and, in some cases, the responsibilities of running a family business. When those two goals are mutually exclusive, it can be a challenge to chart a course that embraces the future witho...

At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool. To be successful, however, the mission statement must resonate and mean something to everyone in...

Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.

Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Pleas...

If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved success in illustrating their impact. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're lear...

The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a broader meaning, based on how each unique family defines it. While that can vary widely, the families themselves are similar in their ability to think strategically, embrace...

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...