Top Insights Selected by FOX Members

FOX Foresight

3 Keys to Creating a Sustainable Family Office

Family Learning Handbook

2024 FOX Foresight: Technology Trends Affecting Family Offices

2024 FOX Foresight: Investing in an Age of Change

A Focus on Talent: 2024 Family Wealth Advisor Survey Research Brief

2024 FOX Foresight: Future of the Family Office

It’s Here, Now What?: Corporate Transparency Act Updates

Public Webcast: The Future of Family Wealth

2024 FOX Foresight: Amplifying Rising Gen Voices: Translating Challenges into Opportunities

The Family Office Source Book
^{Rosen, Sapperstein & Friedlander, LLC}

The Lender Bagel Structure:
Can You Harvest the Tax Savings?
^{Wealthgate Trust Company}

A Comparison of State PTC Laws
^{Holland & Knight}

The Complete Guide to Cultural Fit in Family Offices
^{Agreus USA Inc.}

Family Office Answer Book:
The Next Chapter for Family Office Professionals
^{Plante Moran}

Who is the Ideal Family Office Leader?
^{Agreus USA Inc.}

Keys to an Effective Family Office Governance Framework
^{RSM US LLP}

2023 Guide to Tax and Wealth Planning
^PwC

Family Office Answer Book:
A Complete Guide for Family Office Executives
^{Plante Moran}

When Family Office Meets Family Business:
Best Practices and Top Trends
^{Plante Moran}