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.
Fox Research
As we approach the two-year mark since the COVID-19 virus first hit and start to envision a “new normal,” Family Office Exchange (FOX) has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the "3Ts” – transitions, talent, and technology.
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family leadership and office executives to understand important metrics to measure family office value, identify areas for improvement, and plan for the future of the family office and the entire family enterprise.
Since the pandemic’s early days, employers have been wondering when – and how – they’d be able to return to the office. Those concerns only got more pressing as vaccinations grew and COVID-19 variants increased. In this piece, FOX’s family office members share their timetables, policies, and what returning to work looks like at this point in the pandemic.
The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed to build a shared understanding of what family learning is and why it is important. Use it in a Family Learning Brainstorm Session to begin developing a family learning program, or use it in sections across several learning committee meetings. It is for you to customize based on your needs.
When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Parents want their wealth to be a source of satisfaction and opportunity for their children and want to ensure that their children are prepared for the responsibilities that come with wealth. Getting this right is not easy, but those who have committed to educating the next generation will tell you that the return is well worth the investment.
Fostering innovation and new thinking is key to enterprise survival. And a consensus-building approach is better for navigating transitions and avoiding choppy waters.
History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come.
If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved success in illustrating their impact.
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there.