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Generating positive impact has emerged as a key trend within the Family and Wealth Management space. Investors, families, and society show growing interest in measuring the effects of their actions—and non-actions— with an emphasis on the impact of their investments. We explore current views and provide practical ways families can move forward to b...

As multigenerational families evolve, they all face one universal challenge—growing complexity. Smart and intentional management of this challenge is central to sustaining family unity, achieving the family’s purpose, and ensuring the family and its enterprise flourish over the long run. 2025 FOX Foresight is presented in 8 chapters and can be...

As follow-up to the 2023 FOX Rising Gen Research Study, a panel of rising generation leaders shared their personal stories of challenges and successes and gave advice to their rising gen peers. Amplifying the voices of future family leaders encourages positive change and multigenerational discussions. ...

History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come. 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 ...

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.

Today’s families of wealth are increasingly focused on aligning their dollars with their values. The question often is, “Why not deploy our capital to achieve financial return and social/environmental good?” Some view this as abandoning traditional investing. In truth, it’s an evolution of ideals that always have been part of many families’ investm...

Families are becoming more complex, but a shared family vision and strategy are becoming easier to define. Business-centric families are becoming enterprise-centric and risk assessment is more sophisticated. Having impact in the future will require new strategies and new ways of thinking. The Family Office of old will need to make substantial adjus...

Even as we head into 2022, the effects from the pandemic and events of 2020 continue to be felt, particularly in the philanthropic community. In this vibrant conversation with Glen W. Johnson, President of FOX, Bruce Boyd, Principal and Senior Managing Director of Arabella Advisors, Nancy Roob, CEO of Blue Meridian Partners and President and CEO of...

Document Contains Resources for: Getting Started, Current Trends, and Navigating Generational Differences