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Effective Board oversight demands information that is current and relevant. However, the natural gaps that exist between what management communicates to the board and what the board needs to know, often creates inefficiencies and ineffectiveness of oversight. This report tackles these issues of disconnect between management and the board and offers...

A new era of family wealth has driven an explosive growth opportunity for providers and placed far greater demand on their resources. This webcast will cover our perspectives on the changing nature of demand among families of wealth, check-in on the health of the UHNW business and discuss how firms balance growth and demand in this new era. Thom...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.

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...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...

FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023. Please note that the 2023 FOX Global Investment Survey data pertains to investment activities and performance during calendar year 2022.

When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for employees. A sample FAQ is provided, keeping in mind that each employer will have different answers to the questions asked based on its unique consider...

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was signed into law. The CARES Act provides emergency assistance to individuals, families, and businesses affected by the COVID-19 pandemic. The CARES Act is divided into two divisions: Division A includes programs to benefit individuals, companies, an...

COVID-19, also known as the coronavirus, has caused unprecedented global disruption. Keeping your stakeholders informed with clear, consistent messaging is essential for risk mitigation, so be sure to use a crisis communication strategy.

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...

Social distancing drives a great need for virtual work, including in the area of assessments. Until the advent of technology that enabled remote simulations, in-person leadership simulation assessments comprised of interviews, tests, and a variety of live interactive business simulations. In this report, two case studies highlight the robustne...

Location, location, location. Across the world, companies are building innovation hubs and training and educational centers closer to their clients in a bid to cocreate and deliver new services in real time. While companies may appreciate the often lower-cost labor of outsourced work, many executives are beginning to understand that the speed, agil...

For the last three decades, success for an asset manager was simple: generate returns. But with a maturing industry going through disruption, the formula for success is no longer clear. To evolve their business models to meet market pressure and consumer demands in a bifurcated industry, asset-management leaders need to keep talent fully engaged an...

Investors are more concerned and educated about cybersecurity than ever before. With more money and competition all around, asset management firms are increasing their focus on cybersecurity to meet market pressure and consumer demand. To be effective, cybersecurity leaders must be able to assess technology risk across ever larger and more complex ...