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. 2022 FOX Foresight is presented in 7 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. This year’s survey was, once again, dev...
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 a...
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 chapt...
From a global crisis triggering a family’s restructuring, to an entrepreneur-turned-global-investor’s commitment to change the world, six case studies demonstrate how some international champion enterprise families are assessing their threats and opportunities, reinventing themselves, and delivering the full potential of family capital to realize t...
Some trends move slowly until they reach a point of inflection, at which time they seem to accelerate at almost blinding speed. So it has been for the rapid emergence of The New Era of Family Wealth. The departure from the past has been driven by four trends (transitions, talent, technology, and time) introduced by FOX in January of 2022. As these ...
Investing in direct opportunities has become increasingly mainstream, and the evolution of family portfolios over the past 30 years supports that. While direct investing is not new, well-funded and focused competitors are increasingly changing the investing landscape. Families entering into direct opportunities can encounter unfamiliar and even uns...
In 2022, FOX and Fondazione AIS conducted a research study on technology in family offices. This report details findings on technology usage and needs for the family office.
This research brief uses direct feedback from members of the rising gen to identify their top concerns and shed new insights into the important goals they have with their family. With the data and recommendations gathered, you can learn more about the group—including the challenges and pressures they face—to create a roadmap that leads to productiv...
The dramatic growth of the family office industry in the 1980s was sparked by new liquidity running through hundreds of business-owning families. In an effort to preserve and expand their wealth, they needed a professional financial office so they could focus on broadening their business endeavors or living unencumbered lives. Over the past 40 y...
FROM “POLYCRISIS” to “POLYOPPORTUNITIES”: In October 2022, in an article in the Financial Times 1, historian Adam Toze brought back into popular use the term “polycrisis” to describe the situation the world was in, with several crises building each other to create an intertwined web of complex disruptions. The developments in mid-March 2023 arou...
For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived. In large part, this “new era” is fueled by ...
As we move into a wealth 3.0 era, advisors will continue to navigate new and changing client needs. FOX’s annual Multi-Family Office and Wealth Advisor study provides insights into this changing world. Please enjoy a few sneak peek pages from the upcoming report, and make sure to register for the upcoming webcast as well.
Mexico is at a pivotal point in the evolution of its energy markets. In the last few years it has passed reforms to liberalize its oil, gas, and electricity markets with the intent of attracting private investment to build out its energy infrastructure. Driven primarily by increased demand in the electricity sector, Mexico’s natural gas market has ...
Beyond an investment, a collector car is a highly personal possession that embodies your many dreams brought to life and should be treated differently when choosing the right collector car insurance. View the video below to learn more about how insuring a collector car is not the same as insuring a standard car under a regular auto policy.