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Women’s growing economic influence across all generations has been one of the most significant shifts within our economy across recent decades. While this new dynamic represents great progress, many women lack confidence when it comes to investing. To help change this mindset, this issue focuses on sharing stories that lead by experience to build c...

Investors are processing more data more rapidly than ever. For family offices, sticking to their principles and investing within a risk-adjusted framework has never been more important. With a greater number of opportunities, success will require families to reflect upon what has and has not worked, clarify the sectors or strategies where they have...

Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth. And while discussions about philanthropy often begin in the context of tax or estate planning, start with exploring what you want your wealth to accomplish and why you want to give. It’s also important to measure your philanthropic i...

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 ...

This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business. The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction o...

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...

More than ever before, giving families are working to involve multiple generations in their philanthropy. This emergent trend comes with a shift that focuses the conversation of next generation engagement from a “passing the baton” mentality—where succession planning is the motivator for next gen participation—to an intergen...

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

The concept of “making an impact” is not new. Families of substantial wealth and philanthropy have long had an intertwined history. So it is no surprise that, when 2020’s tremors hit, families of exceptional wealth stepped up in ways not only addressing the pandemic but also tackling deeper societal issues. FOX Chief Operating Off...

The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.This report highlights investor profiles for the 98 m...

In a month when couples are known to come together to engage in lavish displays of affection, the new U.S. President did the opposite. On February 2nd, he signed a executive order levying steep tariffs on Mexico, Canada, and China. The announcement sent shock waves around the world and roiled financial markets. The next round of tariffs could be si...

In the quest to generate positive social change, family philanthropies face diverse and sometimes competing perspectives. They also must sort through an overwhelming amount of information to make good decisions—and often, that information is too general or limited to be useful. With this research report, clear and focused data goes a long way towar...