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The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positiv...

The Five Capitals, Wealth 3.0, and the prevalence of Chief Learning Officers in family offices underscore a growing recognition among UHNW families of the value of investing in their human capital. Cultivating skills, stewardship, and personal growth is foundational for a legacy led by an educated, empowered family collective. We explore why learni...

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...

For business and wealth creators, preserving the family in the midst of wealth is far more difficult than creating the wealth. Integrating second and third generations into ownership and decision-making is something business builders haven’t yet experienced. We focus on 14 strategies families can use to integrate rising generations and pass down re...

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...

Time is our most precious, finite, and versatile resource. Family office industry stakeholders are reevaluating their relationship with time—making meaningful behavioral changes to maximize their “return on invested time.” Powerful and practical tools—some borrowed from the field of investment management—can help maximize return on this scarce and ...

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. ...

Discover different learning approaches taken by three families who partnered with a FOX consultant to develop their human capital, engage the next generation, and create a culture of learning at an early age. These three vignettes exemplify best practices and trends in family education, including the formalization of family learning.

When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Parents want their wealth to be a source of satisfaction and opportunity for their children and want to ensure that their children are prepared for the responsibilities that come with wealth. Getting this right i...

The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed to build a shared understanding of what family learning is and why it is important. Use it in a Family Learning Brainstorm Session to begin developing a family learning progr...

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...

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. 2020 FOX Foresight is presented in 7 chapters: Changes in the Famil...

As families and Family Offices look to increase future generations’ positive impact, high among their common goals, and common struggles, are delivering education and increasing engagement. Based on FOX’s thirty years of working with families, Family Offices, and Enterprise Families; conducting research; and engaging in consulting projects, FOX has...

In this 2019 edition of FOX Foresight, we review how business owners need to shift shift to an enterprise mindset, and how family offices seek to redefine their role, and as a new generation of family members prepares for leadership in a time of great transformation. FOX Foresight is presented in 7 chapters: Managing Family Enterprises in a...

FOX Foresight keeps FOX members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors. FOX Foresight is presented in 8 chapters: Trend...