Wealth Management

With the shift moving away from a fear-based approach to a more positive paradigm in the wealth management space, the expertise and the many advisory disciplines are adapting to the transformational journey of the family, with integrated services and professional standards emerging as best practices over time. The goal is to help your family flourish as the family wealth industry becomes a more human, positive, and nurturing environment. 

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Curated Resources

For members of the FOX community, the curated resources here are part of the Wealth Management Toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors. 

Advisor Selection and Oversight

• How to Choose a Family Enterprise Advisor 
• What to Look for in an Independent Agent or Broker 
• Vendor Selection: Best Practices for Risk Management 

Advisor Development 

• FOX E-Learning Course: Advisor Development 101 
• FOX E-Learning Course: Skill-Building for Conflict Resolution, Negotiation, and Listening 
• Cultivating Qualitative Skills for the Family Advisor of the Future (forum session replay)  

Portfolio Diversification and Construction

• Portfolio Construction: A Blueprint for Private Families 
• Building Winning Portfolios Through Private Investments
• Challenging the Conventional Wisdom of Portfolio Construction

Client Experience and Expectations 

• FOX Foresight 2024: Future of Family Wealth Advice 
• Wealth 3.0 in Practice: Harnessing the Power of Positive Attention 
• Redefining Success: Placing Flourishing First in the Family Wealth Industry  
• 2023 State of the Ultra-Wealth Business: Balancing Growth and Demand (webcast)  
• Winning on Purpose: The Case for Putting the Client First (forum session replay) 

Financial Planning 

• FOX E-Learning Course: Money Essentials—The Path to Financial Success 
• Building and Navigating Your Personal Financial Plan  

Tax Planning

• Tax Reference Guide 
• The Overlooked and Misunderstood: Common Oversights and Deficiencies Regarding Tax Compliance, Planning, and Estate Administration 
• Successfully Changing Your Tax Residency Requires More Than a Change of Address 
• Checklist for Changing State Domicile 

Wealth Planning 

• 2025 Quick Reference Guide to Retirement Plans 
• Optimizing Wealth Infrastructure for Families 
• The Well-Prepared Family 
• Determining the Right Price: A Wealth Management Cost Framework for Families 

Women and Wealth 

• Empowering Women as Wealth Owners and Family Office Professionals (podcast) 
• Women in Wealth: Shaping the Future of the Industry (forum session replay) 
• The Power of Women in Family Business: A Generational Shift in Purpose and Influence 
• Retirement Guide for Women 

Wealth Advisor Relationships 

• Discovering the Power of a Whole Family Advisory Relationship (podcast) 
• The Value of Personalized Advice 

Wealth Advisor Role and Skillsets

• The Changing Role of the Chief Investment Officer 
• The Evolving Role of the Wealth Advisor (forum session replay) 

Wealth Management Planning Tools, Templates, and Consulting 

• FOX Member Templates, which include sample budget worksheets, family statement of financial mission, quarterly financial report templates, and other tools to provide guidance toward meeting your needs. 
   
• FOX Consulting is available for families seeking tailored advice and solutions for their family needs. 

For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.