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Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the current climate’s effect on direct and economic drivers? Do you have different forecasting scenarios to navigate out of the uncertainty? The following will help surface key ins...

The biennial 2020 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.This year’s survey was, o...

Meet Families of Impact Today’s families look very different than the ones of thirty years ago. “Business as usual” is no longer enough. To thrive in the future, families must prepare themselves for dramatic change.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our ...

The Future of Wealth ManagementInnovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so you can prepare for the future.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward loo...

The Future of Social Impact InvestingImpact investing engages approximately 20 percent of FOX members. But misconceptions still exist. We’ve unearthed some realities, such as: you don’t have to sacrifice doing well while doing good.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. ...

Meet Families of Impact Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our for...

Take the Long-Term View How can you ensure your family’s long-term success? Our framework will help you transition from a business-centric to a family-centric enterprise.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from...

Cultivate Family Readiness for ChangeOften, people say they’re ready for change, but are they really? If you’re contemplating a family system change, make sure you understand the various readiness stages.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward loo...

Develop a Continuous Learning CommitmentSixty-two percent of first-generation family leaders expect a transition in four to six years, either in the business or family leadership. Are your future generations ready? Learn best practices and processes to educate them.FOX Foresight keeps you up to date on our latest thinking about matte...

The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX research data, it is an invaluable to...

FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. 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. 2021 FOX Foresight is presented in 7 chapters: Resiliency in Times...

There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy education with children and teens will be more successful when you make the activity fun, connected to their life stage and related to current interests. This includes gamifying learn...

This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business. The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction o...

Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement ...