FOX Blog

Timely insights from FOX experts, members and industry authorities.

Survey: Nearly 50% of Family Offices Say They Would Serve In-Laws if They Could

Jul 27, 2015
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Re-Energize with Enterprise

Jul 7, 2015
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How Accounts Receivable Insurance Can Spur Growth and Manage Risk

Jul 2, 2015
CFOs are increasingly using Accounts Receivable (A/R) Insurance as a strategic tool to support business growth.A/R Insurance, also known as Trade Credit Insuranc...
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Engaging the Next Generation - From the Next Gen Point of View

Jun 22, 2015
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Trust Decanting: An Estate Trend on the Rise

Jun 16, 2015
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Impact Investing: Positively Addressing Challenges While Pursuing Financial Return

Jun 16, 2015
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Embed Video

Jun 8, 2015
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The Impact of Longer Life Expectancy on Family Wealth Management

Jun 5, 2015
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How Do You Retain Top Employees?

Jun 2, 2015
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How a "Day of Caring" Can Help Build Next Gen Engagement

May 20, 2015
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Have You Had Your Annual “Fiscal Physical?”

May 15, 2015
A client of mine once characterized Wealth Integration as a “fiscal physical.”
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Cybersecurity Basics in the Family Office

May 7, 2015
For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one ke...
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USD on the March

Apr 30, 2015
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Why Profits are Soaring at Top Multi-Family Offices and Wealth Advisor Firms

Apr 24, 2015
Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.
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The Two Features in Family Offices with Top Investment Returns

Apr 17, 2015
There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment c...
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Personal Gifting: The Journey from Impulsive to Strategic Gifts

Apr 7, 2015
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Leaders Are Taught, Not Born

Apr 6, 2015
Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providin...
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How the Cloud has Transformed Technology in the Family Office

Mar 20, 2015
There has been a paradigm shift in family office technology.
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Benchmarking: Family Unity Through Philanthropy

Mar 6, 2015
An impressive 79% of families say they have at least one family foundation. 
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Agile Advising: The Advisor I Want To Be

Mar 3, 2015
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Single-Family Offices Can Now Serve Former In-Laws

Feb 17, 2015
The SEC has expanded the definition of “family” in single-family offices.
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Single-Family Offices Can Now Serve Former In-Laws

Feb 17, 2015
The SEC has expanded the definition of “family” in single-family offices.
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How Millennials Really Want to Communicate with Advisors

Feb 9, 2015
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How Family Offices Change Over Time

Jan 26, 2015
Families change, grow and evolve from one generation to the next. So do family offices.
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A Benchmark Unlike Any Other

Jan 12, 2015

FOX members have access to the most benchmark in the investment business: the performance of other family offices. That is one of the benefits of participating in the annual FOX Global Investment Survey.

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