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Join us for a webinar on Wednesday, December 3. Charlie Grace, FOX Managing Director, and Karen Rush, FOX Director of Membership, will review key challenges and trends in the wealth management industry, multi-family office service offerings and delivery, and pricing and profitability. The content is an output from our first meeting of the new ...

Join us for a webinar on Tuesday, December 9 when Charlie Grace, FOX Managing Director, will review: key challenges and trends in the wealth management industryservice offerings and deliverypricing and profitability. The content for the webinar represents an overview of the content FOX provided and discussion from our first m...

The content is an output from our first meeting of the new Wealth Advisor Council in New York City. The firms that joined us enjoyed an overview of FOX insights on building profitable, sustainable wealth advisory businesses and joined an energetic group of peers seeking the same thing. The spirited discussion validated the power of this peer ...

Join us for a webinar on Thursday December 11 when Charlie Grace, FOX Managing Director, will review: the component parts of a family enterprise and how to build a family enterprisethe mapping of risk for wealthy multigenerational families. A group of 13 Australian families gathered for the inaugural full day meeting of the C...

Join us for a webinar on Thursday, March 5 when Charlie Grace, FOX Managing Director, will review: key challenges and trends in the wealth management industryservice offerings and deliverypricing and profitability The webinar provides an overview of the content FOX provided and discussion from previous full day meetings of th...

Please join us for the private webinar reserved for participants of the 2014 FOX Wealth Advisor Benchmarking Study. FOX’s David Toth and Amy Hart Clyne will lead us through the primary takeaways of the study which include key metrics such as asset size, revenue growth, new client relationships, and pricing. They also look forward to disc...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those...

As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur? Jay Hughes, author, strategist and sculptor of knowledge on the impact wealth has on families will guide the FOX community on an exploration of the Office of the...

FOX will be launching FOXChat™ as the new platform for our online discussion groups. In addition to all the email functionality that members of our online discussion groups enjoy today, FOXChat will provide: • Robust keyword search of active and archived discussions. (Makes it easier to research key topics. No need to keep a personal email arc...

If you think you may need a family office to manage your family’s wealth, this webinar will help you find out what a family office does and what it takes to start one, as well as an overview of family office technology needs. Come learn about the concepts and best practices that FOX has gathered in 27 years of working with financially successful fa...

As the low rate environment persists, those who are reviewing their alternative investment strategy might do well to consider making reinsurance part of their allocation. Investors should look closely at the new reinsurance model in particular, which is expected to be a growth engine in the reinsurance industry as it provides investors with attract...