As impact philanthropy becomes more important to families, they are further engaging in the issues facing their communities. Here Nadia Roumani, Co-Founder and Senior Designer for the Designing for Social Systems Program at Sanford University, and Wendy Steele, Founder and CEO at Impact 100 Global A...

Taxable investors need to think differently. Here Stuart Lucas, Co-Managing Partner and Chief Investment Officer at Wealth Strategist Partners, tells us why, and also how to extract value at the intersection of investing, estate planning and tax.So what makes a good investment? Lucas gives us four e...

While families have a growing desire to participate in impact investing, return profiles have had the reputation for being lower to other asset classes. But this is changing quickly.FOX welcomes two experts and thought leaders in their fields, John C. Maxwell, III, CEO at SteepRock Advisors and Mani...

One question facing families and family offices today is how to build a strategic long-term view of your family’s future. Scott Peppet, President at Chai Trust Company, says families and family systems tend to work on long-wave frequencies, and normal business works on a short-wave frequency, often ...

FOX hosts a panel on “Rebuilding Economies,” and invites Ivo Daadler, President of Chicago Council on Global Affairs and John Dionne, Senior Lecturer at Harvard Business School and Senior Advisor at The Blackstone Group, to walk us through their most current thinking and predictions.Daadler attempts...

How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives tips, tools and activities to make it a much easier to have these important ongoing conversations among families.Dungan recommends familie...

Successive generations want to leave a legacy, and are looking at future prospects and pathways for the family office to be a more diverse workplace. Why does diversity matter in the family office setting? Vincent Robinson, Founder and Managing Partner of the 360 Group, says diversity matters becaus...

FOX recently conducted a research project to study how family offices explain their value to clients, as well as to look at the complexity and cost allocation of family offices. The study participants included:The four key topics of the study included:The value propositionThe scope of servicesComple...

The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Leadership Curriculum, and Mindy Earley, Chief Learning Officer at FOX address the critical value of trust and provide us with important tips t...

Responding Swiftly to the Pandemic ChallengeLeading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants. Nonetheless, adoption remained relatively low, as technology simply wasn’t at the top of most family office priority lists. But h...