My colleague, Heather Abramson, and I had the pleasure of leading the FOX Rising Gen Forum in October 2020, which brought together family members in their 20s, 30s, and 40s to discuss the issues they face as part of the next generation. The challenges we heard them express fell into five categories:...

2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. While it’s tough to prepare for the unprecedented, companies are routinely faced with four serious challenges that should be addressed in t...

Note: This case study is based on Jill Barber’s work as President of CYMI Holdings. The “I” statements refer to her. As a long-term professional in the family office, I was selected as the president of CYMI Holdings in the fall of 2018. My vision was that I wanted to create a more collaborative orga...

There’s no such thing as a neutral investment. Investments either have a positive or negative impact on society. Impact investing addresses these pressing social and environmental challenges through a range of investment approaches. Impact investments can be made in both emerging and developed marke...

It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance indus...

FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key takeaways from that forum and more information about the FOX Rising Gen program.FOX first started the Rising Gen program because their Rising...

As we all know, technology is changing our world. To start, it’s everywhere. Over 6 billion smartphones are predicted to be in use around the world by the end of 2020. This presents us with a tsunami of data that can be processed cheaper, faster and better than ever before. More data has been create...

In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Consulting Group Inc. and Education and Conference Director at Family Business Magazine, and Dayna Manning, Family Council Chair of the Golden...

Maarten de Groot, Enterprise Family Researcher at Vu Amsterdam University School of Business, and also the CEO of a single family office Eligius, explores why the rate of failure is so high when transferring wealth from one generation to the next.Over the last four years, de Groot conducted a number...

Preparing for leadership succession may be the single most important planning element for a family and family office. Ivan Lansberg, Co-Founder and Senior Partner, Lansberg-Gersick & Associates, describes the two different sides of the coin, so to speak, that define succession:The challenge of l...