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Please join us for the private webinar reserved for participants of the 2014 FOX Wealth Advisor Benchmarking Study. FOX’s David Toth and Amy Hart Clyne will lead us through the primary takeaways of the study which include key metrics such as asset size, revenue growth, new client relationships, and pricing. They also look forward to disc...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur? Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families will guide the FOX community on an exploration of the Office of the...

FOX will be launching FOXChat™ as the new platform for our online discussion groups. In addition to all the email functionality that members of our online discussion groups enjoy today, FOXChat will provide: • Robust keyword search of active and archived discussions. (Makes it easier to research key topics. No need to keep a personal email arc...

If you think you may need a family office to manage your family’s wealth, this webinar will help you find out what a family office does and what it takes to start one, as well as an overview of family office technology needs. Come learn about the concepts and best practices that FOX has gathered in 27 years of working with financially successful fa...

As the low rate environment persists, those who are reviewing their alternative investment strategy might do well to consider making reinsurance part of their allocation. Investors should look closely at the new reinsurance model in particular, which is expected to be a growth engine in the reinsurance industry as it provides investors with attract...

There has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. What is the cause of this and the other trends shaping the ultra-wealth advisor market?FOX director of advisor research David Toth and FOX director of membership Karen Rush will frame the issues that are affecting wealth advisors to...

FOX will be launching FOXChat™ as the new platform for our online discussion groups. In addition to all the email functionality that members of our online discussion groups enjoy today, FOXChat will provide:Robust keyword search of active and archived discussions. (Makes it easier to research key topics. No need to keep a personal email archive to ...

There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and on the internet. Successful families need a thoughtful ...

This webinar will give an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We will share asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors.We will then discuss trends across the investment industry and ho...

This free webinar will give an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We will share asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors.We will then discuss trends across the investment industry a...

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. Join FOX Private Investor Center™ President, Kristi Kuechler as she provides highlights of what we learned in the 2017 Global Investment survey of family offices around the world. Explore information on asset allocation and performan...