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Please join us for a continuation of our conversation with the Industry Founders panel. James (Jay) E. Hughes Jr., Author of Family Wealth: Keeping it in the Family, and of Family - The Compact Among Generations Sara Hamilton, Founder and Board Chair, FOX Dennis T. Jaffe, Senior Research Fellow, BanyanGlobal Family Business Advisors Ellen Per...

For nearly 40 years, the pioneers of the family wealth profession have been working with family leaders and family office executives to help their families manage and grow their enterprises, strengthen their family systems and well-being, and deliver a positive impact on their communities and the world. For the first time ever, FOX will gather on t...

Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they wan...

Like any other objective, acquiring art is a goal that needs careful planning. To help make the art collector's experience more enjoyable and less risky, this checklist was developed for collectors to use to ensure they're investing wisely. Hear more from AXA XL’s Farzina Coladon, Underwriting Manager of Art, who offers advice on how new a...

As enterprising families expand across generations, they often stray from their entrepreneurial wealth creation roots to a more risk-averse wealth-protection mode. However, if maintaining shared family capital across multiple generations is the goal, wealth protection mode is not an ideal strategy and may have some unintended consequences. Building...

It is not uncommon for enterprising families to end up making sub-optimal capital allocation decisions due to limited visibility into, and planning around, the entirety of their shared family assets. To optimize the value of shared family capital, both the business and other entities or advisors in the enterprise ecosystem must work in harmony. Wit...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

Wealthy families have a significant positive socio-economic impact around the world, but lasting impact depends on those families prospering for generations. This is not guaranteed, however, and more intergenerational wealth transfers succeed if families adopt a modern Family Office model that suits their needs and goes beyond managing and gro...

While some wine and spirits enthusiasts take pride in making sure their collections are protected in case of damage, spoilage, or loss, a surprising number are uninsured or underinsured. If you don’t believe you need to protect your wine and spirits with insurance, there are four reasons to reconsider.

Whether you are collecting wine for the enjoyment of drinking or as an investment, it’s important to protect your wine. In this easy-to-reference guide, tips are provided in four key areas to help ensure your wine collection is protected.

Proper packing and shipping are the best ways to ensure the safety of valuable artwork. This practical guide will help the collector ask the appropriate questions of his or her art handler. In addition, it provides a better understanding of the minimum requirements for professional art packing, shipping, and handling.

While it is impossible to predict every catastrophe, thorough pre-event preparation and post-event response planning can help reduce the likelihood of loss and limit the severity of damage that can’t be avoided. This reference guide and sample planning forms based on decades of experience will help you proactively keep art and other valuables ...

How will technology look and feel when any user of a platform can independently decide what it is they see? Will everyone’s experience be so unique that the platform really becomes a map to the creative side of a non-creative and fact-based world. Learn how today’s data environments will soon become a representation of how and what families and adv...

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...