FOX Series

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....

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...

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...

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...

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

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...

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...

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...

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...

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