Private Trust Companies (PTCs) first drew industry attention when industry elder, Jay Hughes, in his book Family Wealth – Keeping It in the Family called out the...

Recently, a FOX member inquired about the best practices of onboarding a next generation family member into the Family Council. "What does the first year look li...

While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main ris...

Measuring successSometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metri...

An ounce of prevention is worth a pound of cure. -Benjamin FranklinYou’ve seen the news- wildfires are becoming a common occurrence. So much so that the term “me...

Transitions within families, increasing complexity on a global scale, and the dynamics of managing families are making governing boards more indispensable to fam...

Demographics, automation, and inequality have the potential to dramatically reshape our world in the 2020s and beyond. Our analysis shows that the collision of t...

As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside th...

Everyone these days is talking about “impact investing”. A Google search returns over 150 million results for the phrase. There are hundreds of investment manage...

Matt Hougan was the CEO of ETF.com, a three-time member of the Barron’s ETF Roundtable, and the co-author of the CFA Institute’s Monograph on ETFs. He was also a...

I have been traveling in the US and abroad lately, meeting successful business owning families who feel that they have “become bigger than their business”. They ...

This summer we hosted our first FOX Family Security Workshop. According to attendees, security is currently one of their top concerns.

Latin America has been one of the most dynamic regions of the world in the last two decades, experiencing strong GDP growth and wealth. During this time, many of...

The biggest asset of any family office is the staff that supports the family clients. Over the last couple of years, creating an effective team for the family of...

The impact of greater longevity will be broad and deep as the average life expectancy in America today is longer than in any other period in history. The systems...

Family meeting season is here, and FOX members are gearing up to create learning experiences and memories that will last a lifetime. Of course, the planning like...

In the midst of a growth economy, risk factors are sometimes pushed to the periphery of a company’s focus. It’s no different for family offices. When those risks...

It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional...

A perfect storm of market appreciation and demographics points to a progressive and sustained growth opportunity in the ultra-wealth business. Now that the time ...

Increasing demands for data and the up and coming younger generation are impacting the technology needs of family offices. Many family offices are challenged to ...

Investing directly and operating in real estate and operating businesses is an increasingly important focus for many family offices. For the past decade, FOX has...

Beyond the Family BusinessA business-owning family with intertwined holdings and joint assets across generations must invest in planning to ensure continued succ...