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Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

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...

Your personal safety starts with being aware of your surroundings. Check out these physical security tips to learn how to be safe in parking lots, ATMs, and more.

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...

For many affluent families, risk management has become less a matter of how much insurance premiums will cost and more an issue of how much financial risk they are willing and able to accept. In an ever-shifting risk environment where families are assuming higher levels of exposure, families will need to be increasingly cognizant of potential risks...

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help keep your devices and data safe when you browse online.

Stories that are passed down from generation to generation are a way to create a family legacy that will be remembered long after we are gone. These stories are precious in understanding who we are and where we came from. Too often, the people who hold the keys to family stories lose details to memory loss or pass away before their histories can be...

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 ...

Lawsuit awards can be incredibly high, and individuals known to have substantial assets are particularly vulnerable. In some cases, the high-stake lawsuits can cause devastating reputational damage. Given the risks and exposure, the need for holistic liability protection is an important issue. Learn the different types of liability i...

Statistics show that teenagers are more likely than any other age group to be in an automobile accident. In several tragic incidents, the use of a cell phone was involved. Some accidents, however, simply reflected the teenagers’ lack of driving experience. As a parent, you can help your teenager become a safe and skilled driver by setting a good ex...

Vulnerability and personal security risks can be greatly reduced by following five basic principles of security at all times—awareness, low profile, unpredictable routine, communication, and layers of security. Based on those principles, these guidelines are designed to give practical advice on safety and security to anybody who is living in or tra...