In Search of Integrated Solutions

The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex than ever. The common use of the term “wealth advisor” makes it difficult to distinguish between product providers and independent advisors who are paid to look out for the owners’ best interests. In response to this confusion, FOX has developed an online Directory of Leading Wealth Advisors to help wealth owners with $20 million U.S. or more in investable assets distinguish leading wealth advisors from the rest.

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