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

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...

After an unsolicited offer from a competitor, a family reflects on what they’ve built and the uncertain road ahead.The majority of family-owned businesses have n...

 

Social impact bonds, sometimes known as “Pay for Success” projects, are contracts with the public sector in which commitment is made to pay for improved social o...

Based on financial news articles and television shows, everyone should be aware that money is being constantly withdrawn from active managers and placed into ETF...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 adage “Shirtsleeves to shirtsleeves in three generations” became a well-known prophecy because it is, unfortunately, true. And it appears to be true in virtu...

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...

Trillions of dollars are beginning to shift within ultra-high net worth families to a new generation of heirs, according to a recent Accenture study. As this tra...

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 acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and corporate g...

As an entrepreneur or small business owner first starting out, you may have the desire to make philanthropy a core principle of your business but feel you have t...

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...

When performing an analysis of a client’s unique personal risk profile, we often find that their assets relate to their special interests. Whether it is a passio...

You can’t have a conversation about the future of the global economy these days without the subject of US presidential politics coming up. From trade to immigrat...

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

One of the fascinating things about philanthropy is its variety. Every philanthropist’s approach is unique based on a number of variables, including resources, t...

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...