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The U.S. economy’s coming decade will be shaped by a tug-of-war between artificial intelligence (AI) and demographics-driven deficits. The victor—and its margin of victory—will determine whether economic growth exceeds its disappointing pace since the global financial crisis of 2007-2009. By focusing on four key variables and assigning probabilitie...

By exploring the essence of legacy and its impact on business performance, this report brings together the detailed analysis, academic insights, and the firsthand experiences of family business CEOS to contribute to a deeper understanding of the importance of balancing tradition and innovation for long-term success in family businesses. From this r...

The concept of transferring ownership of a private business to a purpose trust was first popularized when the Patagonia transaction was announced—instead of “going public,” they were “going purpose” to allow the owner to monetize his stake in the business while at the same time ensure that the values of the business are preserved for future generat...

Individuals with substantial business holdings often face complicated estate tax issues. Failing to recognize and plan for these issues may adversely impact the ability of the estate to timely pay any estate tax it owes. What is more, a lack of planning can affect the ability of the business to continue operating in the manner envisioned by the cur...

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

Despite cybersecurity being noted as a top priority according to PwC’s 2024 Global Digital Trust Insights survey of 3,876 business and tech executives at the largest global companies, the actual progress on improving security is sluggish, even stagnant. By making one or two bold moves to put security at the epicenter of innovation, the top companie...

Today, digital customer experiences are table stakes. Yet, digital transformation is widely misunderstood by business leaders as being primarily focused on digitizing existing processes, moving to the cloud, or enabling scalability of the business. While this was true historically, today digital transformation requires fundamentally changing the di...

New cybersecurity guidance for artificial intelligence (AI) systems was issued jointly by the U.S. Cybersecurity and Infrastructure Security Agency, the FBI, the National Security Agency’s Artificial Intelligence Security Center, and cybersecurity agencies of Australia, New Zealand, the U.K., and Canada. The Guidelines, Deploying AI Systems Securel...

Amid the growing excitement surrounding generative artificial intelligence (AI) and other emerging technologies, CFOs in asset management and banking remain keenly focused on the impact that these tools can have on their clients. AI is enabling asset management firms to provide investors with valuable insights from extensive datasets, assisting the...

For board members and non-executive directors, generative AI stands as a pivotal innovation that offers unprecedented opportunities to drive business value, improve productivity, reach broader audiences, streamline operations, and help address complicated global issues. However, it also raises complex business and ethical questions. To gain the ful...

Out of a need to address the administrative pain of managing the investment operations—specifically private investments—for a single-family office and multi-family office, Ryan Eisenman, CEO of Arch Labs, discusses how that need became a focus for starting his company. In this interview, Chris Mays talks with Ryan about how the Arch Labs platform i...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

The family office industry is constantly evolving, and the family offices that embrace the changing dynamics continue to be successful in achieving their overall purpose. As in the first edition, this second edition of the Plante Moran Family Office Book provides timely and relevant insights to help family office professionals manage, operate, and ...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threa...