Across all industries, client expectations are changing. Wealth management for the ultra-wealthy is no exception. ...

FOX's comprehensive criteria measure whether a firm is providing an integrated wealth management solution. The LWA screening criteria is based on over 20 years s...

 The Circular Economy, William McDonough explains, is an economic system that provides continuous benefit for gene...

  In our work with ultra-wealthy families, we have seen that those families face some fairly unique risks that ord...

 A family office is more often than not founded around the concerns about the family’s privacy and data security. ...

 For our FOX Thought Leaders Council Report “Creating Memorable Client Experiences: Differentiation in the Ultra-W...

 Recently, I was reflecting on how uncertainty impacts our lives.

Now, more than ever, the business of managing private wealth is exceedingly complex.

 "I'm wondering if it's time for us to add outside experts to our advisory board," Julie Jacks mused aloud to her ...

 I was recently speaking with the general counsel for a private family trust company (PFTC), and they told me a co...

 Recently, a family I advise came to me looking to plan a family meeting. Inevitably, the question came up: “Well,...

For several years now, wealth advisors have been concerned about the rise of robo-advisors and the potential impac...

Stop for a moment and think about the leaders in your world. Consider friends, family members, teachers, colleague...

 Jonah Wittkamper wants to start a conversation about wealth—and help rising generation family leaders find their ...

For many, owning a horse is the realization of a lifelong passion. However, it can also increase your risk of fina...

Is the real estate market overheated?  In October 2014, PwC published a report based on interviews of dozens of le...

FOX has been working to determine what makes for a great experience for the client of a family office.

There is a big change just starting to impact the way the Internet, and its related apps, are used: they are movin...

In the not too distant past, if you were in IT and had virtualization skills, you probably thought your future as ...