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...

All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to dramatic changes...

Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that...

You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trustees accoun...

Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trust beneficia...

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

The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise, and basic ...

In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that managers, i...

What does a business succession plan look like?The term “succession planning” can sound daunting to business owners, even when they know it needs to be made a pr...

What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in th...