In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solu...

In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in res...

In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.

Every year at this time I get questions from our members about shared family vacation homes. "How are other families scheduling usage?" "How are expenses shared?...

Most people feel honored when they are tapped to serve as trustee of a family trust. It is an important leadership position as well as a powerful role in ma...

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are ...

 Click to Download a printable version of this infographic. 

At Family Office Exchange (FOX), one of the questions we hear most frequently is:“How many single family offices are there?”Unfortunately, there is not a clear a...

What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising ge...

Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, la...

Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net wort...

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, ...

A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildr...

What is the difference between a life insurance review and a life insurance audit? In this episode, Steve Herlihy at Wellspring Associates sheds some light on wh...

Earlier this year, we completed our 2019 FOX Survey on Values-Aligned Investing alongside our annual Global Investment Survey for the first time. We felt strongl...

Below is an excerpt of an article that originally appeared on BDO.com 

Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-t...

Just as family offices differ in most ways from other types of businesses, Human Resources (HR) in a family office presents its own unique challenges. That’s why...

In this episode, we sit down with Dan Tarlas, Senior Managing Director at Asset Consuting Group (ACG) to talk about what it takes to partner with families as inv...

For the last two years our family office has been on a deliberate journey to change our culture. It's been a lot of work and learning as we go, but we now have y...

Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, ...

In this episode, we check in with Ruth Easterling, Managing Director of Member Services at FOX on the importance of developing a strong trustee/beneficiary relat...

*/ /*-->*/ Tackling the 'One, Two, Threes'Let’s never forget integrated services are the crucial deliverables by a family office and these services provide ...

The Need for a Formal Governance ProcessAs the family grows, decision-making moves from the dining table to the board room and family members are often reluctant...

In our first FOXCast episode, we check in with David Toth, Managing Director at FOX about his recently-published study, Transformation of the Ultra Wealth Busine...