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Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The Rising Generations’ Relationship With Money—at next week’s FOX Family Forum.This short video will give you a preview of how Nathan frames money issues in his work with the rising generatio...

Responding Swiftly to the Pandemic ChallengeLeading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants. Nonetheless, adoption remained relatively low, as technology simply wasn’t at the top of most family office priority lists. But history has shown nothing is a more effective chang...

Maarten de Groot, Enterprise Family Researcher at Vu Amsterdam University School of Business, and also the CEO of a single family office Eligius, explores why the rate of failure is so high when transferring wealth from one generation to the next.Over the last four years, de Groot conducted a number of research studies about wealth preservation and...

FOX recently conducted a research project to study how family offices explain their value to clients, as well as to look at the complexity and cost allocation of family offices. The study participants included:The four key topics of the study included:The value propositionThe scope of servicesComplexity factors driving costFee allocation methodolog...

As impact philanthropy becomes more important to families, they are further engaging in the issues facing their communities. Here Nadia Roumani, Co-Founder and Senior Designer for the Designing for Social Systems Program at Sanford University, and Wendy Steele, Founder and CEO at Impact 100 Global Advisor Council, address how philanthropy has chang...

FOX hosts a panel on “Rebuilding Economies,” and invites Ivo Daadler, President of Chicago Council on Global Affairs and John Dionne, Senior Lecturer at Harvard Business School and Senior Advisor at The Blackstone Group, to walk us through their most current thinking and predictions.Daadler attempts to share what the geopolitical future looks like ...

FOX recently hosted a Rising Gen Forum, and here Mindy Earley, Chief Learning Officer at FOX, and Heather Abramson, Relationship Manager at FOX, share the key takeaways from that forum and more information about the FOX Rising Gen program.FOX first started the Rising Gen program because their Rising Gen community asked for it. The first official fo...

The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Leadership Curriculum, and Mindy Earley, Chief Learning Officer at FOX address the critical value of trust and provide us with important tips to achieve greater trust in the family and the fami...

In our ever-changing world, the importance of having a successful family council is more critical now than ever. Here Peter Begalla, Founder and Owner of JPB Consulting Group Inc. and Education and Conference Director at Family Business Magazine, and Dayna Manning, Family Council Chair of the Golden Rule Family, review the scope, purpose, component...

Preparing for leadership succession may be the single most important planning element for a family and family office. Ivan Lansberg, Co-Founder and Senior Partner, Lansberg-Gersick & Associates, describes the two different sides of the coin, so to speak, that define succession:The challenge of letting go, from the perspective of the current lea...

Taxable investors need to think differently. Here Stuart Lucas, Co-Managing Partner and Chief Investment Officer at Wealth Strategist Partners, tells us why, and also how to extract value at the intersection of investing, estate planning and tax.So what makes a good investment? Lucas gives us four elements:An asymmetric risk profileHigh potential m...

One question facing families and family offices today is how to build a strategic long-term view of your family’s future. Scott Peppet, President at Chai Trust Company, says families and family systems tend to work on long-wave frequencies, and normal business works on a short-wave frequency, often monthly or quarterly.Peppet says that often, certa...

Successive generations want to leave a legacy, and are looking at future prospects and pathways for the family office to be a more diverse workplace. Why does diversity matter in the family office setting? Vincent Robinson, Founder and Managing Partner of the 360 Group, says diversity matters because family offices tend to be relatively hidden in t...

How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives tips, tools and activities to make it a much easier to have these important ongoing conversations among families.Dungan recommends families establish an open landscape to have conversation...

While families have a growing desire to participate in impact investing, return profiles have had the reputation for being lower to other asset classes. But this is changing quickly.FOX welcomes two experts and thought leaders in their fields, John C. Maxwell, III, CEO at SteepRock Advisors and Manish Nayar, Founder and CEO of OYA Solar to discuss....