Whether it’s a conversation about money, the role of the beneficiary, what it means to be wealthy, or clarifying values and purpose, families often delay important discussions with kids out of fear, or the rationale they are not ready. Like so many things in life, helping children develop readiness is how we prepare them for the future. With early education and age-appropriate learning they get a head start that allows them to incrementally adapt to their unique future, with abundant resources and options.
Family Engagement in Learning
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The Shared Responsibility of Nurturing the Family Legacy | 2023 FOX Family Office and Wealth Advisor Forum
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Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strengthening the 'people-side' of your Family Office planning, including communication, education, and preparation- for future roles.
2023 Rising Gen Research Brief
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This research brief uses direct feedback from members of the rising gen to identify their top concerns and shed new insights into the important goals they have with their family. With the data and recommendations gathered, you can learn more about the group—including the challenges and pressures they face—to create a roadmap that leads to productive family engagement and communications, action planning, and problem-solving.
We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose, education and leadership or the human capital element.
Discover different learning approaches taken by three families who partnered with a FOX consultant to develop their human capital, engage the next generation, and create a culture of learning at an early age. These three vignettes exemplify best practices and trends in family education, including the formalization of family learning.
The Complete College Application Process Timeline
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The college application process is the culmination of everything you've spent time working on throughout high school. Remember that planning ahead and breaking the process down into smaller steps will make it much more manageable and straightforward. Follow this path to navigate the road to college with great clarity and success.
College Interview Guide
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Whether or not a college requires an interview as part of its application process, it’s highly encouraged to have one with an admissions representative or alum. These interviews are a great opportunity to ask questions and learn more about the institution. This guide with tips for success, sample questions, and a preparation checklist will help you make the most of your interviews.
College Checklists for High School Students
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Getting ready for college is an important part of any education planning. From 9th grade to 12th grade, these college preparation checklists provide a clear outline for parents and their high school children who want to know more about how to get ready for college. The first key step will begin with choosing the right courses in high school.
Guide to College Visits
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Visiting colleges is a great way for a college-bound student to gain a firsthand view and help determine which college is the right fit. To make the most of each visit and as part of your education planning, get prepared with this guide that offers tips, checklists, and thoughtful questions to ask your admissions rep and current students about the academic programs, student life, and the campus.
We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money story and its influence on your behavior is vital to your overall financial health and success. It is also key to building and maintaining financial harmony within families. When you know your money story and how it came about, it can empower you to better manage and control your personal finances.