FOX Series

Successful Outcomes for 100-Year Family Enterprises

May 2, 2014
Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise...

Five Common Triggers that Prompt Business-Owning Families to Establish a Family Office

May 2, 2014
As the family grows, both in number and wealth, it is critical to address the management of the family’s personal ...

Do You Have an Embedded Family Office?

May 2, 2014
If any of the following situations are familiar to you, you probably have a family office embedded within your busi...

Six Common Problems with Using Business Employees to Manage Personal Financial Matters

Apr 11, 2014
Assigning a business executive to manage or coordinate personal financial or administrative affairs can be problema...

Building a Family Enterprise

Mar 13, 2014
Successful multi-generational families often have difficulty making the transition from a business-centric family t...

Strategic Advantages to Taking the Long-Term View of the Family Enterprise

Feb 4, 2014
 In spite of growing complexities, families around the world have managed to stay together for generations, and th...

Moving from a Business Enterprise to a Family Enterprise

Jan 23, 2014
 How does a family know when they are evolving from a family business into a family enterprise?

Infographic: Family Office Compensation Trends

Nov 15, 2013
Eighty percent of family office employees received a salary increase in 2013, according to our latest benchmarking study, "Family Office Compensation & Benef...

More Notes from the 2013 FOX Fall Forum: The Principled Family

Nov 15, 2013
While process was at the forefront of this year’s Forum, the most poignant moments of the event dealt with why fam...

Infographic: The Top Technology Challenges in Today's Family Offices

Aug 20, 2013
Systems security and finding a software solution that integrates financial data across multiple functions rank as family offices’ top technology concerns, accord...