FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors.2023 FOX Foresight is presented in 8 chapters:
Fox Research
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2023 FOX Foresight is presented in 8 chapters:
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors.2023 FOX Foresight is presented in 8 chapters:
The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers.
Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.
We rely on – and have come to expect – real-time information to make decisions in every aspect of our lives. Family offices are no different. Unfortunately, many continue to use time-consuming manual processes for getting their data into the systems that need it. As a result, many family offices have been searching for technology solutions that function like additional back-office staff, to free up existing employees to handle tasks that can’t be automated.
It's not news to family office hiring managers that prepandemic employment challenges have only become more intense. COVID-19 just fanned an existing flame of empowerment and flexibility demands. Salary is no longer a potential hire’s biggest concern. When the postpandemic conversation becomes less about where work is done and more about how (and how well), thoughtful programs focused on health and wellness will become table stakes. If your organization doesn’t have a competitive total-compensation philosophy, be prepared to lose in today’s fierce talent war.
Over the course of more than 25 years, I’ve built a body of knowledge in family systems, adult-learning theory, executive education, and generational learning. From this vantage point, I have been able to witness how organizations and family-owned businesses across the country equip their future leaders. I’ve seen successes and failures. With those experiences, I’ve come to learn five things every family needs to know.
The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a broader meaning, based on how each unique family defines it. While that can vary widely, the families themselves are similar in their ability to think strategically, embrace risk-taking, and align their vision and values.
Even as we head into 2022, the effects from the pandemic and events of 2020 continue to be felt, particularly in the philanthropic community. In this vibrant conversation with Glen W. Johnson, President of FOX, Bruce Boyd, Principal and Senior Managing Director of Arabella Advisors, Nancy Roob, CEO of Blue Meridian Partners and President and CEO of The Edna McConnell Clark Foundation, and Nick Tedesco, President and CEO of the National Center for Family Philanthropy, we discuss four separate-but-related issues.