Discussing the impact of wealth on your family can be a difficult conversation to initiate and daunting to guide.  Everyone wants the relationship with mone...

According to the FOX 2016 Family Office Compensation and Benefits Study, nearly 50% of offices surveyed said that finding and keeping competent, experienced tale...

Not to be a total Scrooge, but I would be remiss if I didn't raise a cautionary holiday season human capital reminder that your family office holiday party can e...

When the family friend of Dustin Hoffman’s character in the 1960s film The Graduate took the young man aside to offer him career advice, he had just one word of ...

This is the missing piece and, I hope, the next big thing in technology for financial services and the family office: using automation to create value in the bac...

How important is cybersecurity to you?If you’re like many family offices, it’s up there as a top priority: in the latest FOX benchmarking survey on family office...

While I was working as a consultant for FOX, the topic of leadership succession was often on my mind—particularly whenever I was working with a multi-generationa...

 There are few speakers more compelling than Mellody Hobson.

In my previous blog post, “Is the Multi-Family Office Pricing Model Broken?”, I noted that there has been a 15% drop in the pricing of wealth management-related ...

When considering an allocation to emerging markets, investors are almost universally seeking growth.Emerging economies have, indeed, significantly outperformed d...

At the inaugural FOX Global Owners Forum, I described the evolution that business-owning families experience—and the increased complexity they encounter—as they ...

Pricing at multi-family office firms is under pressure.That is one of the key findings in the 2016 FOX Wealth Advisor Benchmarking Study. Advisors are losing pri...

When I was heading up consulting for FOX, I had the pleasure of spending a morning with the staff of a large family office at their three-day retreat in the wild...

On May 18, 2016, the Department of Labor (DOL) updated the Fair Labor Standards Act and expanded overtime eligibility for millions of American workers by increas...

Family businesses in America generate 50% of the jobs, 64% of GDP and account for 61% of all privately owned businesses. While family businesses are very importa...

The more I learn from working with families, the more I realize that the relationships they have with their advisors are just like dating. One of the most import...

It was the best of times. It was the…best of times (sorry Dickens). With significantly raised values since the economic downturn of 2008-2009 and rents at record...

Many of today’s ultra-wealthy philanthropists are looking for smart ways to make their donation dollars work hard for causes they care about deeply.They often va...

We all hear how cybercrime is a fast-growing crime, one of the fastest growing crimes and that the financial services sector is a target. There is no single solu...

I recently participated in a roundtable session at a CFA Society of Chicago career event with 12 moderators each leading a table discussion on careers in various...

As impact investing is maturing, we’re seeing an evolution of that very definition.

Margaret hired the neighborhood girl down the street to watch her children a couple days a week and run some simple errands for her. She never imagined that when...