FOX Series

5 Topics That Are Shaping the Future of Every Member of Our Community

Apr 2, 2018
Our minds are on constant information overload from article headlines, tweets, and even conspicuous eavesdropping in coffee shops and subways, often causing us t...

Four Things Design Thinking Can Teach Us About Philanthropy…and Life

Mar 29, 2018
Author: Rena Greifinger, Senior Lead MaverickNext, Population Services International Empathy. Child-like curiosity. Trust. Failure. These traits are what should ...

Seeking a Group of Peers

Mar 26, 2018
I am the oldest son of a successful business owner and have been actively involved in the business for 14 years. I have two siblings who are not currently active...

Ten Best Practices for Preparing the Rising Generation

Mar 26, 2018
"How do you prepare younger family members to manage their wealth well and flourish in their own lives and in their families?"Every family is challenged to find ...

What it Means to Become Part of a Family Like Ours

Mar 16, 2018
A family 'like ours'My siblings and I agree that we are fortunate to come from a family like ours. When I say, ‘like ours,’ I mean very close, sort of ‘in each o...

Disruptions in the Investment Industry

Mar 12, 2018
How are families adapting to changing market dynamics?While investing has never been straightforward, investing today in the face of current uncertainty feels ov...

7 Ideas for Building Trust

Mar 7, 2018
This may not come as a surprise, but individuals have lost trust in the major institutions that have served as the framework of our modern society. Businesses, N...

What’s Obvious is Obviously Priced In

Mar 1, 2018
Given the current state of the market, many investors that I am speaking with are considering changes to the “what...

The Impact of Automation on the Labor Force, the Economy, and Society

Feb 22, 2018
I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acc...

Six Steps for Developing a Successful Family Meeting

Feb 21, 2018
When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you forget the equ...

Preparing the Next Generation of Beneficiaries

Jan 16, 2018
Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite frankly, the c...

Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context

Jan 11, 2018
The Private Family Trust Company structure has evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for ...

The Promise of a PFTC

Jan 9, 2018
From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-oriented familie...

Nine Reasons to Start a Private Family Trust Company

Jan 9, 2018
What is a Private Family Trust Company?A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to members of a f...

Cybersecurity Tips from a 30-year Veteran of the FBI

Dec 15, 2017
Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe. Scott Auge...

Sustaining Trust and Navigating Conflict in Your Family Business

Oct 11, 2017
You’ve worked so hard to make your family business a success, but eroding trust and simmering conflict threaten to derail the progress you’ve made. Is that a sig...

Improving the Visibility of Entrepreneurs

Oct 4, 2017
Paramount to every enterprise is a healthy, abundant supply chain. Regardless of the end product, the quality and quantity of the raw materials will dictate the ...

Age Healthy, Wealthy & Wise

Sep 29, 2017
“In life, longevity is a gift only if you know how to use it.

A Global FOX: Connecting and Strengthening Families Here and Abroad

Sep 29, 2017
As president of Family Office Exchange, I spend much of my time outside of our Chicago headquarters travelling to far-off locales to meet with families who are p...

Family Office Hospitality

Sep 11, 2017
Members of the FOX Client Experience Council – a like-minded group of executives from single and multi-family offices around the country who gather in person twi...

Compete, Compromise or Co-Create

Sep 11, 2017
Conscious leaders know that co-creation is a possible choice along with competition and compromise. They have developed the wisdom and skill to know which option...

Is Your Pricing Strategy Good For Your Business?

Sep 8, 2017
More advisors to families of wealth are wondering if an asset-based pricing structure has out-lived its useful purposeIt seems long ago that wealth advisors coul...

Long-Term Incentives and Phantom Stock: Attracting and Retaining Talent in the Family Office

Aug 15, 2017
According to the 2016 FOX Family Office Compensation and Benefits survey, only 30 % of offices offered long-term incentive plans.

No More Champagne

Aug 2, 2017
David Lough’s wonderful, engrossing, nightmarish study of Winston Churchill’s reverse Midas touch (Picador, 2015) inspires our old friend Michael Harkins, chief ...