FOX Blog

Timely insights from FOX experts, members and industry authorities.

Exploring the Depths of a Passion for Building a Business

20 October, 2020
Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the development of state-of-the-art five person submersibles.With his family’s wealth behind him, Rush had the capacity to “meander” his way through various...

Delivering Value Through a Trusted Advisor Ecosystem

8 October, 2020
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three examples of how partnership is key to the success of the family office:Family LearningOne family office worked with their adviso...

2020 Trust and Estate Update

8 October, 2020
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be certain tax and estate planning changes are coming.Here Mark Harder (Partner at Warner Norcross & Judd LLP) and Jamie Sanders...

Breakout Session 4: Driving Efficiencies with Technology

8 October, 2020
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.In short, efficiencies means doing things quickly and with productivity, in a way that makes sense and is user friendly. Lawson recommends looking at things very specifical...

Breakout Session 3: Improving Quality Through Family Office as a Service

8 October, 2020
Here Rob Mallernee, a long-time member of FOX and the CEO and System Designer at Eton Solutions, looks at how family offices can use a process driven approach to help determine core competencies, and to understand clearly what should be insourced and outsourced.Mallernee examines the family office “...

Breakout Session 2: Managing Under Covid-19

8 October, 2020
The pandemic is especially overwhelming as we view of all the headlines in the news and on social media. We don’t yet know the full effect the pandemic – how long it’s going to last or the impact it will have on our health, our families, our businesses or our livelihood. All of this together is why ...

Breakout Session 1: Results from FOX’s 2020 Compensation & Benefits Survey, sponsored by Grant Thornton

8 October, 2020
Every other year FOX sponsors a Family Office Compensation and Benefits Survey. The 2020 survey had a total of 201 participants from across the United States, and was based on data collected from June 11-August 7. 60% of participants own one more more operating businesses, and 42% have professional ...

Spot and Manage Talent in the New Paradigm

8 October, 2020
Covid-19 has certainly changed the landscape and created a new normal, along with many decisions and points of challenge. Here Cassie Atteberry (Principal at Talent Outside the Lines) and Neil Kreuzberger (President and Founder of Kreuzberger, LLC) share wise counsel to family offices for managing t...

Future of Technology in the Family Office

8 October, 2020
To be successful in our ever-changing world, family offices need to embrace new technology like never before. The question is, how can a family office technology leader incorporate change to meet family members’ needs. One aspect is by replacing manual processes and older legacy systems with new tec...

Evolving Client Needs and Expectations Are Changing the Role of the Family Office

8 October, 2020
In our fast paced world, we see how client needs and expectations are changing the role of the family office. Here, Mindy Earley (Chief Learning Officer at FOX), and Gaby Griffin (Market Leader, Business Owners and Family Executives at FOX), share how the family office can meet these evolving client...