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Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net worth families should keep in mind when constructing a new home and efforts they can take to protect their loved ones and most valuable possessions. FOX: What is a resilient custom home?St...

The yacht insurance market is dramatically changing in terms of available capacity and cost. As vessels get bigger and more sophisticated, clients worldwide are experiencing premium increases. In this episode, we sit down with Sean Blue, Global Head of Watercraft Insurance at AIG Private Client Group, a division of the member companies of the Ameri...

What do our future family leaders need to learn? When should family education begin and how formalized should it be? How will we adequately prepare the rising generation for the lives they will lead and the roles they will play? Sound familiar? These are the common questions I hear from many of our member families lately. The questions are bot...

Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, large portions of the population appear quite vulnerable. Avoiding late-cycle overconfidence as it relates to both spending and investment decisions is key.When Congress passed Section 4...

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In this episode, Tina Milligan, Managing Director at BMO Family Office, part of BMO Wealth Management, illustrates the importance of family meetings.With over 20 years of experience working with family offices, Tina knows that holding family meetings and having open lines of communication are vital elements for families who are connected through we...

In this episode, we sit down with Karen McNeill, Head of Family History at Ascent Private Capital Management of U.S. Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supportin...

In this episode, we pick the brain of Robb Lanham, Chief Sales Officer at HUB International. In his role, Robb works with family offices to develop creative solutions for complex risk.And speaking of complex risk, losses due to natural disasters are on the rise worldwide and the insurance world has had to dramatically shift in response to recent ca...

In this episode, Jacqueline Valouch, head of philanthropy at Deutsche Bank Wealth Management talks about the role of philanthropy in onboarding the next generation, creating successful partnerships within your family, and even working with other families to make a larger impact.Subscribe to FOXCast on Apple Podcasts here. Listen Now: Philanthr...

Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citizens. According to one survey, 43% have lived in two countries or more, and a full one in five has lived in three or more countries. And that is trending upward, with the majority of respon...

In this episode, Todd Kellerman and Tim Wray, cofounders of V3 Limited, discuss lessons learned from the past and offer some insight into current family office investment trends. Todd and Tim are now focused on working with financially successful families to align investments with values and take advantage of direct investing opportunities.V3 Limit...

When exploring the landscape of culture in today’s workplace there is a company that stands out. Recently featured in a FOXCast, Mark Galante, President, Field Operations, PURE Insurance, discussed the qualities of PURE’s outstanding culture. One notable element of their culture is PURE’s Women’s Leadership Council, a group formed to mentor high po...

The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connected, convey our legacy, generate pride and impart lasting life lessons. Opportunities to share family legacyTraveling, shopping, cooking, taking a walk or watching a sporting even...

Revisit 2019 content from Family Office Exchange (FOX) as we celebrate 30 years of providing members with objective guidance, peer exchange, and continuous learning.

Owners of historic homes often become guardians of the meticulous craftmanship of bygone eras. But sometimes there are purposeful reasons why “they don’t make them like they used to.” While these residences may be less likely to succumb to perils that emerge in today’s cookie-cutter construction environment, they also bring a precise set of in...