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Few problems are as vexing and seemingly impossible to resolve for families, advisors and trustees as the active alcoholic or addict, particularly those who continue to use after treatment. While low recovery rates for treatment and subsequent relapse may be understandable in the aggregate, on the individual level the experience is frustrating and ...

When families feud, nobody wins. What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind?

For family members working in the business, the area of compensation overlaps with contentious considerations of fairness, equality, performance-management and long term engagement. This artcle itemises how families have approached this issue, and advocates some pathways to avoid disharmony.

“The cobbler’s children have no shoes,” refers to the phenomena where people who are successful at doing something spend so much time on their own professions that they neglect to take care of business close to home. In the folktale, the cobbler’s children had holes in their shoes because he was so busy repairing the shoes o...

Families experience significant and sometimes difficult changes over the years as elders pass on and new family members grow into leadership roles. What worked for a two-generation family with five members may not work when the family reaches the fourth generation and now involves multiple households with varying wealth structures.The word “c...

Family businesses are an essential source of prosperity and stability to both our global economy and our society. The characteristics and practices of large, long-lived family businesses serve not only as a model for other family businesses but also for all companies that aspire to maintain an entrepreneurial spirit, innovate and maintain growth. T...

There are no easy answers when it comes to prenuptial agreements, but understanding the fundamentals will help ensure that the agreement is ultimately fair to all parties, achieves the family’s objectives, and will withstand any future challenge. This article provides tips, advice and a number of options when it comes to setting up a pr...

The family meeting is an important element of the larger family education and communication strategy. Join Edouard Thijssen, Co-Founder & CEO of Trusted Family, and Mindy Kalinowski Earley, Chief Learning Officer at Family Office Exchange, for an educational discussion informed by their decades of work with families. Together, they will shar...

In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics. Similarly, in 2022 FOX has conducted focus groups and a rising gen st...

Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach. Using the FOX Family Learning Handbook, and Amy and Cindy’s new book Courageous Money, Your Adventure Through Money Nati...

FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. During this session she walks viewers through the newly released FOX Family Learning Handbook, filled with a roadmap of tools that will assist...

Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 where proper planning and expert facilitation matters more than ever. Live polling, hybrid gatherings, cocktail classes, visual notetaking, breakout groups, Zoom burnout, and the list goes on. Hear from the FOX Learning Ce...

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and dramatically different expectations call for creative ways for families to raise financially mindful c...

Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children understand how to manage finances and make good, informed decisions when it comes to spending, saving, and investing. But talking to children about mone...

In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect tha...