FOX Series

With social distancing changing how work is done, a whole host of business continuity issues are affecting family offices. During a recent Member Exchange dialogue, members told us their family office culture, risk appetites, and technology were rapidly changing as a result. Human Capital Chall...

Want to know how to best support your IT teams amid the ongoing COVID-19 crisis? Here are a few tips on how you can help make the best of this situation. Exercise PatienceThe most important thing you can do is have patience with your IT staff. Nearly all cloud services are struggling to keep up...

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Today’s EnvironmentToday more than ever, with exponential change and global interdependency resulting in ever-greater complexity, epitomized by the Coronavirus pandemic, today’s world requires we bring out our best as leaders. Given the complexity of business, investments, cybersecurity, taxes, and ...

Previously published in Family Business Magazine Dramatic change is on the horizon, and multigenerational businesses are facing critical transition issues as ownership in private companies and substantial wealth are transferred between generations. Because few families are ready for these trans...

Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learning.

In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office investment trends. Todd and Tim are now focused on working with financially successful families to align investments with values and take ad...

In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating successful partnerships within your family, and even working with other families to make a larger impact.Subscribe to FOXCast ...

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for complex risk.And speaking of complex risk, losses due to natural disasters are on the rise worldwide and the insurance world has ...

In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to fam...