FOX Series

Last week we released our latest study, "Building a Family Enterprise Plan to Deal with Future Uncertainty." Based on the press coverage and level of blog commentary, we appear to have touched on an important subject. The tumult of the financial crisis and a feeling that the world has increasingly become a global village has focused minds on the need to think and plan ahead. Our conversations with families in various parts of the world reflect a growing awareness that by readying yourself for different scenarios – geopolitical, regulatory, etc. – you build organizational "resilience," mak...

Our members gathered at the FOX Global Investment Forum last month to discuss investment opportunities and the benefits of taking a longer-term view in their deployment of family capital. They came for an investment update and to see what other families were investing in. What was reinforced by the attendees was their growing interest in buying operating businesses again and their desire to co-invest with other families in some of these opportunities.More families today are seeking to co-invest with other families where there is a greater alignment of interests, greater control, and more flexi...

Advisors to wealthy families are nothing if not solicitous. For nearly two-thirds of FOX multi-family office members, “quality of client servicing” is the characteristic that receives the most attention in marketing efforts.When it comes to service quality, however, some firms are likely providing too much of a good thing. In the process, these firms are eroding enterprise value—they are adding cost without commensurate benefit. Delivering on conventional notions of service quality is costly. Providing clients with high levels of customization and easy access to p...

You’re right. The last thing the world needs is another blog. This will change your mind.The world of family offices is full of complex issues and lots of smart people working on solutions. They are working in far corners of the globe, often attached to a business or financial enterprise. Their desire to come together, to share experiences, and learn what others consider to be best practices in managing a family’s wealth is why Family Office Exchange exists.This blog is an important new tool to knit this network together in real time. FOX will use the platform to get ne...