Thought Leader Series

Timely Advice: Are Your Watches Protected?

In November 2019, a Patek Philippe “Grandmaster” watch fetched $31 million at Christie’s Geneva. This result was more than 10 times the pre-sale estimate, establishing a new...

Built to Last? Risks and Recommendations for Maintaining Older Homes

Owners of historic homes often become guardians of the meticulous craftmanship of bygone eras. But sometimes there are purposeful reasons why “they don’t make them like they...

Give Your Family the Gift of Family Legacy for the Holidays

The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connected, convey...

A Unique Mission to Ensure Equal Representation of Women and Men in Senior Management

When exploring the landscape of culture in today’s workplace there is a company that stands out. Recently featured in a FOXCast, Mark Galante, President, Field Operations,...

Addressing Risk Management for the Global Family

Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citizens....

Under-Saved and Overconfident: A Glance at the Economy

Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, large portions...

Building a More Resilient Custom Home

Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net worth families...

Addressing the Complexities of Communication and Family Learning

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...

Tips for Family Vacation Home Succession Planning

A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildren grow. The...

Technology Trends for Family Offices

Danielle Valkner is the US Family Office Leader at PwC and works with a diverse range of family offices advising on finance effectiveness and reporting, process...