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In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

Rather than viewing trusts as a mechanism to protect beneficiaries from the dangers of wealth, what if trusts were viewed as vehicles to “ignite a fire” within the next generation? Imagine a trust structure that is designed to cultivate a spirit of entrepreneurialism by making beneficiaries active participants rather than passive recipients of thei...

While entrepreneurs are intently focused on building their businesses, they may have less time to spend on building, sustaining, and distributing their wealth. Given the importance of early wealth planning and its long-term impact, this guidebook provides insights and tools at each stage of the entrepreneur’s journey to help them move forward ...

Focusing on how companies are implementing enhanced security as the attacker-defender struggle continues, this Report dives into the 9 key takeaways along with other cutting-edge topics related to the data life cycle. While ransomware attacks decreased dramatically during 2022, they were again on the rise at the end of 2022 into 2023. Business emai...

While the banking stress has largely subsided after the collapse of Silicon Valley Bank, there’s expectations of uneven trajectories of economic growth and inflation that will continue to drive market volatility. Learn what this will mean for asset allocation in this Investment Perspective.

Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more intergenerational wealth transfers succeed if families adopt a modern Family Office model that suits their needs and goes beyond managing and gro...

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...

Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.

The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends, enha...

While there’s been progress in the number of women in senior positions, this year's research shows it is concerningly slow. At the current rate, it will take another 132 years to close the global gender gap. There’s a need for urgency and to be intentional in the ‘push for parity.’ In this report, we show the benefits and progress of women in senio...

With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family clients to work together toward the creative possibilities their wealth and business can offer. Here are some of the practical shifts in mindset and practice...

With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it. This playbook explores climate-related disclosures through the lens of risk and insurance, providing you with the information, specialist insight, disclosure req...

Set against the backdrop of rapidly accelerating technological change and economic uncertainty, this year's Global Risks Report is a comprehensive analysis of the most significant risks facing the world today. With its forward-thinking approach and survey of nearly 1,500 risk experts, it provides insights into potential challenges and opportunities...

Tailored to the needs for risk leaders, this executive summary of the 2024 Global Risks Report highlights the key findings to support decision-makers in balancing current crises and longer-term priorities. In this year’s report, the risk analysis is contextualized through four structural forces that will shape the materialization and management of ...

We are excited to bring you FOX’s 2024 Foresight. As FOX turns 35, join us in exploring a range of highly consequential themes shaping the next 35 years and beyond. It is our hope the topics, which originated from families, thought leaders, practitioners, and the FOX team, will stimulate your thinking and inform your decisions and actions over the ...