FOX Series

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 a...

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 ge...

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 wh...

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 strongl...

Below is an excerpt of an article that originally appeared on BDO.com 

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. That’s why...

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 families as inv...

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 now have y...

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

*/ /*-->*/ Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial deliverables by a family office and these services provide ...

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 often reluctant...

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

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 ea...

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 ea...

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

Evolving from Business Owner to Financial FamilyFamilies held together by a family-controlled business share a feeling of pride about the business. Their identit...

Below is an excerpt from my article, Forging a Direct Investment Path, found in the 2019 FOX ForesightTM publication.Family offices are forging ahead—increasing ...

We all are experiencing the outsize impact of political issues on the markets.

When families think about “risk mitigation,” they typically are thinking about preparing themselves to handle problems when and if they occur, perhaps by creatin...

Adapted from an article in Trust & Estates.Crafting an Entrepreneurial VisionWhen there’s disruption, there’s opportunity. Therefore, it’s important that suc...

As family interests expand beyond the core operating business and foundational family office services, the family, executives, and entities involved typical...

Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the...