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Reimagined Philanthropy is your indispensable guide to navigating the dynamic landscape of giving. Whether you're just starting your philanthropic journey or looking for new ways to go deeper in your giving, the insights and tools shared here will empower you to architect positive change with intentionality, structure, and focus. Designed for emerg...

Technology within the family office and wealth management industry is changing rapidly. Software applications are changing how we will work and are delivering new ways to implement and integrate reporting, communication, and aggregation. Suppliers are learning from each other and teaching us how to approach and apply newer technologies. Take a glim...

Making the shift from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth. And while discussions about philanthropy often begin in the context of tax or estate planning, start with exploring what you want your wealth to accomplish and why you want to give. It’s also important to measure your philanthropic i...

Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.

Today’s families of wealth are increasingly focused on aligning their dollars with their values. The question often is, “Why not deploy our capital to achieve financial return and social/environmental good?” Some view this as abandoning traditional investing. In truth, it’s an evolution of ideals that always have been part of many families’ investm...

Families are becoming more complex, but a shared family vision and strategy are becoming easier to define. Business-centric families are becoming enterprise-centric and risk assessment is more sophisticated. Having impact in the future will require new strategies and new ways of thinking. The Family Office of old will need to make substantial adjus...

More than ever before, giving families are working to involve multiple generations in their philanthropy. This emergent trend comes with a shift that focuses the conversation of next generation engagement from a “passing the baton” mentality—where succession planning is the motivator for next gen participation—to an intergen...

In 2022, FOX and Fondazione AIS conducted a research study on technology in family offices. This report details findings on technology usage and needs for the family office.

Some trends move slowly until they reach a point of inflection, at which time they seem to accelerate at almost blinding speed. So it has been for the rapid emergence of The New Era of Family Wealth. The departure from the past has been driven by four trends (transitions, talent, technology, and time) introduced by FOX in January of 2022. As these ...

We rely on – and have come to expect – real-time information to make decisions in every aspect of our lives. Family offices are no different. Unfortunately, many continue to use time-consuming manual processes for getting their data into the systems that need it. As a result, many family offices have been searching for technology solutions that fun...

Even as we head into 2022, the effects from the pandemic and events of 2020 continue to be felt, particularly in the philanthropic community. In this vibrant conversation with Glen W. Johnson, President of FOX, Bruce Boyd, Principal and Senior Managing Director of Arabella Advisors, Nancy Roob, CEO of Blue Meridian Partners and President and CEO of...

The concept of “making an impact” is not new. Families of substantial wealth and philanthropy have long had an intertwined history. So it is no surprise that, when 2020’s tremors hit, families of exceptional wealth stepped up in ways not only addressing the pandemic but also tackling deeper societal issues. FOX Chief Operating Off...

The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.This report highlights investor profiles for the 98 m...

In the quest to generate positive social change, family philanthropies face diverse and sometimes competing perspectives. They also must sort through an overwhelming amount of information to make good decisions—and often, that information is too general or limited to be useful. With this research report, clear and focused data goes a long way towar...

Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threa...