FOX Series

While many principals sense that their current investment programs aren’t likely to produce satisfactory risk-adjusted net returns in coming years and beyond, mo...

“What is your family office’s number one threat? If it happened today, could you function tomorrow?”These are the questions that one family office executive aske...

 

Based on financial news articles and television shows, everyone should be aware that money is being constantly withdrawn from active managers and placed into ETF...

The ingenuity and success rate of hackers targeting banks and credit unions continues to shock and amaze. Don't expect the financial services industry to ever wi...

When was the last time you felt “at home” in a completely new environment? What about this experience – the people you encountered or the service you received –m...

51% of decisions in family businesses are made by senior generationsOver the last few years, business owners have inquired about ways to integrate the younger ge...

 How does one manage a vibrant, multi-dimensional family business with family members and stakeholders scattered across the country? That’s the 21st century chal...

For the past several years, I have had the honor and pleasure of Co-Chairing the FOX Senior Management Council with Mariann Mihailidis at FOX. This council is a ...

The impact of the work accomplished each year by FOX family council members is impressive. We gather these peer groups of 25 wealth owners or family office execu...

Every time you communicate, you’re doing one of two things:You’re adding valueYou’re taking up spaceWhen you add value, you’re contributing to the conversation. ...

The industry discussion of advisor fees realistically is not really an issue with fees. The issue is with the communication of the value associated with the fees...

Writing down what’s worrying you releases energy and frees up brainpower to be used more productively. Researchers have found that students with test anxiety who...

While investing has never been straightforward, investing today in the face of current uncertainty may seem overwhelming.Traditional approaches to constructing a...

As I was preparing for the recent FOX Global Owners Forum, I was thinking about the importance of partnerships for family enterprises and why trust is the e...

Discussing the impact of wealth on your family can be a difficult conversation to initiate and daunting to guide. Everyone wants the relationship with mone...

According to the FOX 2016 Family Office Compensation and Benefits Study, nearly 50% of offices surveyed said that finding and keeping competent, experienced tale...

Not to be a total Scrooge, but I would be remiss if I didn't raise a cautionary holiday season human capital reminder that your family office holiday party can e...

This is the missing piece and, I hope, the next big thing in technology for financial services and the family office: using automation to create value in the bac...

How important is cybersecurity to you?If you’re like many family offices, it’s up there as a top priority: in the latest FOX benchmarking survey on family office...

While I was working as a consultant for FOX, the topic of leadership succession was often on my mind—particularly whenever I was working with a multi-generationa...

There are few speakers more compelling than Mellody Hobson.

In my previous blog post, “Is the Multi-Family Office Pricing Model Broken?”, I noted that there has been a 15% drop in the pricing of wealth management-related ...

When considering an allocation to emerging markets, investors are almost universally seeking growth.Emerging economies have, indeed, significantly outperformed d...