Millenials, or Gen Y, are a hot topic among wealth advisors these days and for good reason.

The job of advising the wealthy necessarily veers into the realms of the personal.

Managing investments remains a primary reponsibility of family offices. According to our 2013 FOX Investment Survey, investment professionals comprise nearly a t...

We are pleased to announce an improvement in the FOX Benchmarking Study for 2013.

On Friday, April 19, we will be moving to the eighth floor within our current building into a more modern and cost-efficient office. Our office will officially c...

Wealthy families, single family offices, and wealth advisors continue to live in the long shadows of economic and political uncertainty, as well as generational ...

Educating the next generation may very well be the key to multi-generational wealth sustainability. Education enables family members to be better, more confident...

Amidst all the doom and gloom of European austerity and the general anxiety about the continent’s future, there is considerable evidence that Europe remains surp...

Follow effective action with quiet reflection. From the quiet reflection will come even more effective action. -Peter Drucker

On November 29, 2012, the Commodity Futures Trading Commission issued a No-Action letter exempting family offices from registration as Commodity Pool Operators. ...

Family education is one of several building blocks that interlock to support the transfer of family legacy and sustain wealth across generations. When done well,...

In 2005, FOX established a Global Family Council (GFC) which meets semi-annually and brings together a group of sophisticated families from 13 countries around t...

Last week we held the annual FOX Fall Forum in Chicago. Coming as it did in the run up to a U.S. presidential election and with a number of significant tax polic...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence secu...

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence secu...

Most ultra high net worth families rely on trusts, not only as key components of their wealth transfer strategy but also for the transfer of family continuity an...

FOX offers a number of learning events throughout the year. Some, like our webinars, are online, while others, like our annual FOX Fall Forum, are in person. Bot...

I will be conducting our Wealth Advisor Master Class next month with FOX Founder and CEO Sara Hamilton. Much of the program will focus on the sales and service m...