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Helping your children learn to become financially self-sufficient can be one of the most satisfying jobs of parenthood. By “forcing” your children to make choices about how to spend limited resources, you’re creating opportunities to help them find their interests and passions and discover what is truly important to their happiness. The more you ca...

Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach. Using the FOX Family Learning Handbook, and Amy and Cindy’s new book Courageous Money, Your Adventure Through Money Nati...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

In our first two quarterly write-ups this year, we explored on two familiar forms of family capital. Miguel López de Silanes Gómez addressed areas of focus for the financial capital of family enterprises in our Q1 Summary entitled From “Polycrisis” to “Polyopportunities”: Investment Highlights from FOX Members. In our Q2 Summary, Human Capital: Ach...

Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children understand how to manage finances and make good, informed decisions when it comes to spending, saving, and investing. But talking to children about mone...

Learning and practicing the basics of money management can have a profound impact on a young child’s life. What parents often overlook, even those who are investors themselves, is taking the education to the next stage once their children get older—say, around age 11 or 12. At that point, it may be the right time to start a conversation about inves...

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...

This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include: Setting an Investment Policy and Principles of Portfolio Cons...

Private credit investments have experienced a rapid evolution over the past decade. Market conditions have helped to shape what may be a particularly auspicious cycle for the asset class. Higher interest rates and changing credit market dynamics have created attractive opportunities for private investors and wealthy families—but proper due diligenc...

For young adults learning to achieve their financial goals, it's essential to know where their money is going. This is why having a budget is important. And what's even more important is to find a budget that matches your personality. From the first video, it will help you discover the different types of budgets available to fit your personal budge...

You know the value of encouraging children to learn and practice the basics of money management. And at age 11 or 12, it may be the right time to start a conversation about investing, including how it’s different from saving. Creating opportunities to teach your kids these basic investing principles, and then helping put those principles into ...

While access to the privileges of wealth is a blessing in most instances, it can provide additional challenges in raising appreciative and self-sufficient children. As a parent, you play an integral role in helping your children learn self-sufficiency and financial literacy. If you want your children to obtain the financial skills and experien...