FOX Series

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.With over 20 years of experience working with family offices, Tina knows that holding family meetings and having open lines of communication are vital ...

Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?" "How should we handle family members that can no longer support their ownership expenses?" And the list goes on and on. Many wealthy...

Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in managing a family’s wealth. The trustee also has significant influence over the long-term well being of the beneficiaries. It is a ...

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing premium increases. In this episode, we sit down with Sean Blue, Global Head of Watercraft Insurance at AIG Private Client Grou...

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At Family Office Exchange (FOX), one of the questions we hear most frequently is:“How many single family offices are there?”Unfortunately, there is not a clear answer. There is an older, often-quoted statistic of between 3,000 and 5,000 single family offices in the United States – but the origin of ...

What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising generation for the lives they will lead and the roles they will play? Sound familiar? These are the common questions I hear from many of...

What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on why it might be time for your family to consider a life insurance audit, and outlines some life insurance basics that younger-generation fami...

Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongly that it was time to gather information on this growing trend - and share the findings with our members and their advisors – because there...

Below is an excerpt of an article that originally appeared on BDO.com Cyber-attacks and their success rate in network breaches are increasing in frequency and sophistication. At the root of many successful cyber-attacks are the vulnerabilities that exist within network infrastructure, software ...