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A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and...

For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link between a client’s investment objective and how an advisor will manage the client’s portfolio on a day-to-day basis. Given the growing investab...

For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family’s circumstance, this sample investment committee charter serves as a strong foundation for short- and long-term investment success.

During this two-part webinar presentation on private foundation succession planning, insights and planning tools are outlined and discussed to help the next generation of decision making. While there are different approaches to succession planning, knowing the donor intention is essential. Other planning elements and considerations include a missio...

Investing is challenging, even for the most seasoned investors, given the underlying emotions and mental biases inherent in human decision making. To help minimize the challenges around investing, successful investors have explicit investment processes and practices that are clearly outlined and consistently implemented. To ensure you are set up fo...

While business continuity planning and good crisis management are important, organizational resilience encompasses much more. An integrated approach to resilience provides organizations a competitive advantage over less-prepared peers, as well as the ability to adapt to constantly changing external circumstances. Organizations would be well-served ...

Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...

The number and scope of women-owned businesses have risen at an unprecedented rate. In an era of new opportunities, this paper profiles eight courageous and resilient women who share their personal stories and the lessons they learned building successful businesses. One theme that emerged from these women’s stories was the critical role of mentorsh...

The United States is home to tens of thousands of family foundations that have and continue to make positive contributions to society. It’s also not uncommon for the foundations’ boards of directors to play a leading role. Reflecting on the philanthropic journey and the family engagement and ties at the heart of it, here are seven profiles that pre...

Enhancing risk management is no longer optional but essential when the global landscape is fraught with uncertainties and disruptions that include changing business dynamics, shifting trade tensions, a tough tariff environment, geopolitical conflicts, and a volatile economic landscape. Building resilience across all aspects of the business is imper...

One of the main components of investment management is an Investment Policy Statement (the IPS) that serves as a strategic guide to the planning and implementation of an investment program. It is a road map that defines roles and responsibilities and lays out directives for keeping investments aligned with a stated purpose. A good IPS includes seve...

While there are good resources to help family foundation boards identify common and effective practices in each area of governance-related questions, this guide by the National Center for Family Philanthropy focuses less on the outcomes and more on ensuring that all of the issues are considered for building the board your foundation deserves. Used ...

Resilient enterprise families have learned how to see beyond the crisis at hand to find the opportunities hidden underneath. 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 broad...

Effective tax and wealth planning can be a challenge, especially when there is a possible recession, elevated inflation, rising interest rates, and geopolitical strife. With this guide, you have the planning information and resources to help you make the right moves to plan for your family’s future and manage your wealth. In addition to insights on...

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...