Search Results

Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth. Join your peers for what promises to be an enlightening discussion on family legacy, making an impact and finding the path forward—together. Elizabeth Wong,...

Although high-net-worth families and individuals recognize the importance of instituting formal family governance structures, doing so presents a complex task. For families who are committed to creating a flexible and durable system of governance, the benefits are lasting. Where To Begin Family governance need not be an...

In this webcast, Carrie Morgridge, Chief Disruptor of the Morgridge Family Foundation (MFF), and Terry Young, Founder and CEO of cultural consultancy group sparks & honey, will share five cultural shifts changing giving. The five cultural shifts were discovered through a survey titled The Future of Giving that MFF and sparks & honey pr...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...

FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor market and how they can shape the best talent strategy for their firm. This report is organized into four sections:Executive SummaryThe Shifting Talent Pa...

How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an enormous transfer of wealth, monetization of private businesses, and a new workforce that will define the future.By pairing findings from the 2018 FOX Mu...

This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction...

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies. Key elements currently impacting philanthropy approaches are potential tax changes, alignment with the rising gen on shared giving goals, changes in philanthropy practices, like collaborative giving, the increased pace of ...

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balan...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in northeast Ohio. She has also served in leadership roles for two other private foundations. Deb will share a number of practical tips for families with ...

Join FOX for our second quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefit...

Tax season is an ideal time to think about your overall financial planning strategies and goals, including charitable giving. In this article, Schwab Charitable provides an overview of the current giving environment, as well as introduce you to five donors to understand their giving strategies in action – and help you consider what might work with ...

Family philanthropy can be transformative for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful decision making throughout the lifespan of the family’s philanthropic work. This guide contains worksheets that first help you, as an in...

Along with the guidance of “Defining Your Philanthropic Purpose,” this Road Map workbook will provide donors and their family members with the ability to chart and gain a better understanding of their family’s hope and plans for collaborative, meaningful, and effective philanthropy. As a Road Map, it can become a framework for shared strategies and...