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Timely insights from FOX experts, members and industry authorities.

The Beloved Prenuptial Agreement

Sep 9, 2014

Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “prenup”) agreement. If one is going to be implemented, knowing when and how to communicate the request to sign a prenup aids in its effectiveness.

Family Offices Can Now Serve In-laws

Jul 17, 2014

In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Office Rule to...

Four Reasons the Private Family Trust Company Market is Growing

Jul 7, 2014

A notable trend in recent years has been the increasing popularity of private family trust companies (PFTCs). This...

IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions

Jul 7, 2014

Infographic: The Private Wealth Management Supporting Cast

Jun 10, 2014

The Private Wealth Management Survey is conducted annually by FOX and The University of Chicago Booth School of Business and samples alumni of Chicago Booth’s Pr...

Private Family Trust Companies: What You Need to Know

May 22, 2014

Successful Outcomes for 100-Year Family Enterprises

May 2, 2014

Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise...

Five Common Triggers that Prompt Business-Owning Families to Establish a Family Office

May 2, 2014

As the family grows, both in number and wealth, it is critical to address the management of the family’s personal ...

Do You Have an Embedded Family Ofﬁce?

May 2, 2014

If any of the following situations are familiar to you, you probably have a family ofﬁce embedded within your busi...

State of the Art Wealth Management: Promoting Teamwork Among Advisors

May 2, 2014

State of the Art Wealth Management: Integration

May 2, 2014

State of the Art Wealth Management: Communication With the Goal of Understanding

May 2, 2014

State of the Art Wealth Management: Asking Why Before Asking How

Apr 15, 2014

Six Common Problems with Using Business Employees to Manage Personal Financial Matters

Apr 11, 2014

Assigning a business executive to manage or coordinate personal ﬁnancial or administrative affairs can be problema...

Working with Millennials

Apr 1, 2014

Three Standards of Wealth Preservation for Business-Owning Families

Mar 30, 2014

Operating as a Family Enterprise – Integration in Practice

Mar 13, 2014

Building a Family Enterprise

Mar 13, 2014

Successful multi-generational families often have difﬁculty making the transition from a business-centric family t...

Next Generation Preparation and Engagement in the Context of Family Legacy

Mar 6, 2014

Starting the Family Leadership Conversation

Mar 6, 2014

Buy or D.I.Y.? Family Office Service Observations from the FOX Financial Executive Council

Feb 20, 2014

Obamacare Update: Employer Mandate for Employers with Fewer than 100 Workers Delayed

Feb 12, 2014

Strategic Advantages to Taking the Long-Term View of the Family Enterprise

Feb 4, 2014

In spite of growing complexities, families around the world have managed to stay together for generations, and th...

Moving from a Business Enterprise to a Family Enterprise

Jan 23, 2014

How does a family know when they are evolving from a family business into a family enterprise?

Six Practical Legacy Planning Steps to Consider

Jan 21, 2014