FOX Series

At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encounter—as they ...

Pricing at multi-family office firms is under pressure.That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are losing pri...

When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat in the wild...

On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers by increas...

Family businesses in America generate 50% of the jobs, 64% of GDP and account for 61% of all privately owned businesses. While family businesses are very importa...

The more I learn from working with families, the more I realize that the relationships they have with their advisors are just like dating. One of the most import...

We all hear how cybercrime is a fast-growing crime, one of the fastest growing crimes and that the financial services sector is a target. There is no single solu...

I recently participated in a roundtable session at a CFA Society of Chicago career event with 12 moderators each leading a table discussion on careers in various...

As impact investing is maturing, we’re seeing an evolution of that very definition.

Across all industries, client expectations are changing. Wealth management for the ultra-wealthy is no exception. ...

FOX's comprehensive criteria measure whether a firm is providing an integrated wealth management solution. The LWA screening criteria is based on over 20 years s...

 The Circular Economy, William McDonough explains, is an economic system that provides continuous benefit for gene...

 A family office is more often than not founded around the concerns about the family’s privacy and data security. ...

 For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-W...

Now, more than ever, the business of managing private wealth is exceedingly complex.

 I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a co...

For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impac...

 Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their ...

Is the real estate market overheated?  In October 2014, PwC published a report based on interviews of dozens of le...

FOX has been working to determine what makes for a great experience for the client of a family office.

There is a big change just starting to impact the way the Internet, and its related apps, are used: they are movin...