FOX Series

What are the Biggest HR Challenges for Family Offices?

Jun 18, 2019
Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges....

FOXCast: The Art of Investing for Families

Jun 10, 2019
In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with fami...

Improving Family Office Culture in Four Acts

Jun 07, 2019
For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we...

FOXCast: Mindfulness around the Trustee/Beneficiary Relationship

May 03, 2019
In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/benefi...

The Essentials of Family Office Services

Apr 25, 2019
p { padding-bottom:3px; } li { padding-bottom:0px; } Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial del...

Developing a Family Enterprise Governance Model

Apr 21, 2019
The Need for a Formal Governance ProcessAs the family grows, decision-making moves from the dining table to the board room and family members are...

FOXCast: Adapting to Change in the Great Transfer of Wealth

Apr 09, 2019
In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra We...

Why the Next Generation of Leaders are So Important

Apr 08, 2019
Below is an excerpt from my article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never easy. While ea...

Why the Next Generation of Leaders are So Important

Apr 08, 2019
Below is an excerpt from the article, Understanding the Voice of the Rising Gen, from the 2019 FOX ForesightTM publication.As wealth owners shift gears to succession planning, there is an entirely new set of issues to tackle. Preparing the Rising Generation for leadership is never easy. Wh...

Raising a Healthy, Wealthy, and Wise Generation

Apr 01, 2019
What happens when you bring a group of family learning and client experience officers together to trade experiences and share lessons learned? Magic –...