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Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformatio...

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...

The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead through crisis, recover essential family office functions, leverage lessons learned, and continuously improve their capabilities. Though practical guidance abounds...

FOX experts took a look back at the events of 2020 and discuss their implications for 2021. Sara Hamilton, CEO & Founder, Glen W. Johnson, Chief Operating Officer, and other FOX experts reviewed the top 10 family office trends they see gaining steam in the new year.

Black swan events—like the 2008 financial crisis and the COVID pandemic—often come with high velocity and are slow to recover. While these events are difficult to predict, the best way to get ready for the next crisis is with extreme preparation. Looking ahead with intentional risk management, here are 8 ways to prepare your business, family enterp...

The family wealth industry is at a strategic inflection point with a future that’s both bright and turbulent. Wealth professionals will face challenges driven by the rising complexity of the families they serve and the imperative to evolve quickly and serve a broader range of their clients’ needs and expectations. &nbsp...

We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It’s about the sustainability of the family office and preparing it for the long run. With the future of the fa...

The future will bring transformative changes to families, their enterprises, family offices, and wealth advisors. Transformation will be structural, philosophical and cultural, resulting in a paradigm shift that better balances managing the family’s financial capital and nurturing its other capitals—especially the well-being of its members. &nbs...

Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come. 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. Pleas...

In this 2019 Foresight article, we explore how family enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. We review a wide range of general and specific strategies to mitigate systemic risks.

FOX Foresight keeps FOX members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors. FOX Foresight is presented in 8 chapters: Trend...

FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2022 FOX Foresight is presented in 7 chapters: ...

As we approach the two-year mark since the COVID-19 virus first hit and start to envision a “new normal,” Family Office Exchange (FOX) has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the "3Ts” – transitions, talent, and techno...

The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors. We call them the “3Ts” – transitions, talent, and technology. Wi...

Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S. politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities. And while much remains uncertain, some changes are already either steaming ahead, or eme...