A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private forum for dec...

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...

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 ...

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

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 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...

Is it ever worthwhile to accept concessionary investment returns?

When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant these saplings;...

I recently had an amazing opportunity to spend a few days with 46 millennial clients who came to Silicon Valley for our Next Generation Program. Focused on the t...

“To thine own self be true,”  William Shakespeare famously wrote. The same could be said of organizations, many of which tirelessly work to ensure that they...

The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ ability to cla...

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...

Even highly responsible children can compound cyber risk to the entire household. They are more trusting than adults. They inadvertently engage with cyber thieve...

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 ...

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

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...

In 360 B.C., the Greek philosopher Aristotle wrote of the distinction between simply giving away money and giving it away as part of a thoughtful process.In Aris...

Buying or selling real estate, especially your personal home, presents a unique set of fraud and cyber-security risks. Protect yourself by understanding these ri...

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...

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...

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...

Transitioning a family business to the next generation is one of the most important and toughest business decisions a family firm owner will ever make. No other ...

 

At first glance, the clothing company Patagonia, the cleaning products manufacturer Method, and the funding platform Kickstarter might seem radically different. ...

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