FOX Blog

Timely insights from FOX experts, members and industry authorities.

Have You Ever Googled Yourself and Found Your Address?

Have You Ever Googled Yourself and Found Your Address?

18 September, 2025
Have You Ever Googled Yourself and Found Your Address? If so, you're not alone. In today’s hyper-connected world, personally identifiable information (PII) is more exposed than ever. Your name, address, phone number, email, and even financial details can be scraped, sold, and weaponized in way...
Countdown to the Cut:

Countdown to the Cut: Family Offices Rush to Navigate $7 Million Estate Tax Exemption Sunset

16 September, 2025
At the end of this year, a tax break that has helped the ultra-wealthy pass on millions without paying a dime in federal estate taxes is set to shrink dramatically — and family offices are scrambling. The “One, Big, Beautiful Bill,” President Trump’s proposed tax and spending legislation, would p...
Empowering Family Offices with AI

Empowering Family Offices with AI

19 August, 2025
The family office and financial technology space has begun to feel the impact of artificial intelligence (AI) as it is reshaping the way data is managed, portfolio accounting is conducted, and workflows are streamlined. At the same time, AI introduces complexities and challenges that must be address...
Why Family Offices Are Having a Hard Time Recruiting Top Talent

Why Family Offices Are Having a Hard Time Recruiting Top Talent

7 August, 2025
As family offices grow and their operations become more complex, many find it harder to attract and retain the top-tier talent needed to manage their expanding wealth. Recruiting challenges — from cultural fit and relatively lower compensation to a wider range of responsibilities — make it diffic...
The Concierge Arms Race Inside the Family Office Boom

The Concierge Arms Race Inside the Family Office Boom

24 July, 2025
Credit COVID-19 for a new trend among family offices: Increasingly, they’re being called on to handle nearly every aspect of lifestyle planning. Competent financial management is now just a starting point. Family offices are no longer merely financial stewards. Today’s ultra-high-net-worth famili...
Asset Vantage

All-in-One vs Best-of-Breed: Family Offices Should be Running Their Wealth, Not Their Systems

1 July, 2025
For family offices, complexity is embedded in every function. Multiple entities, cross-border ownership structures, illiquid assets, private investments, and layered governance frameworks create ongoing operational demands. But what consumes disproportionate energy in many family offices is not mana...
Understanding and Managing Complexity

The Family Office in 2025: Understanding and Managing Complexity

18 June, 2025
In today’s rapidly evolving world, ultra-wealthy families are facing a new era of complexity. From shifting demographics to technological disruption and geopolitical uncertainty, the traditional family office is being redefined. In his insightful article, Peter Moustakerski, CEO of Family Office Exc...
BILL

From Error-Prone to Effortless: Automated Bill Pay as a Scalability Solution

18 June, 2025
Richard Corn, CPA, Director of Product Management, BILL “AP is too manual. It takes too much time.” I often hear these types of comments when I speak with family offices about bill pay. Traditionally, the bill pay process requires labor-intensive steps across spreadsheets, emails, paper checks...
leafplanner

Institutional Resilience Through Operational Consolidation: Best Practices for Family Offices

Jun 13, 2025
As family offices continue to evolve into highly sophisticated organizations, their operational infrastructure must keep pace with the increasing complexity of wealth management, governance, and intergenerational engagement. While most have invested heavily in financial oversight and legal structuri...
Potential Senate stalemate: Trump's bill and estate planning in uncertain times

Potential Senate stalemate: Trump's bill and estate planning in uncertain times

9 June, 2025
Nathan Palmer, Tax Manager, and Kobe Ramanan, Tax Specialist Berry, Dunn, McNeil & Parker, LLC The House and Senate agree on an increased lifetime gift and estate tax exemption – $15 million for individuals, or $30 million for married couples, indexed for inflation. As the “One Big...