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The fundamental question – “Will the family live in the plan?” – that Jay Hughes, Mary Duke, and Stacy Allred are asking in their latest research and upcoming book offers a cautionary story for both families and their top advisors. Without the appropriate focus on the family’s qualitative capital, and most importantly, their human capital, the plan...

When a young inheritor announces that they have met “the one,” the wheels of the wealthadvising industry whir into motion, with families and advisors discussing prenups, onboarding, and whether to include the new partner in family wealth discussions. But amid all of this, there is a young couple in love. How do we nurture this new union and foster ...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles...

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...

For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insi...

As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...

Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as overall wealth planning goals. In examining some common charitable giving strategies, the advantages and disadvantages are discussed, and examples are prese...

In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...

While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investm...

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.

Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...

While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing we...

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...