“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.

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...