Thought Leader Series

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day Two Recap With FOX’s Kent Lawson, Director, Technology Integration Services Cybersecurity for Family Offices: Today's Threats and Mitigations With Jessica Dore, CISA, Pr...

Yesterday’s Showcase featured the following speakers, and a summary of each session is included below: Day One Recap and About the Family Office Exchange With FOX’s Kent Lawson, Director, Technology Integration Services, and Glen W. Johnson, Chief Operating Officer FOX was founded in 198...

Tuesday’s Showcase featured the following speakers, and a summary of each session is included below: Welcome to the FOX Technology Showcase With FOX’s Kent Lawson, Director, Technology Integration Services The Cyber Landscape for Family Offices in 2021 With Kate Brett Goldman, CEO and ...

Today’s blog post is focused on preparing for the technology demonstrations that are taking place during the technology showcase. By now, you probably have an idea of which demos you would like to attend based on the needs of your family office. I have a few general tips to help you get the mos...

Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of these entities required little to no disclosure of their beneficial owners. Though most people use these entities for lawful purposes, cer...

2020 was an unprecedented year for business owners. It brought a pandemic, a deep recession, a civil rights movement, and civil unrest in cities across America. While it’s tough to prepare for the unprecedented, companies are routinely faced with four serious challenges that should be addressed in t...

It can be daunting to find a qualified, trustworthy property and casualty insurance advisor—one who not only meets your family or family office’s up-front needs, but also aligns with your sensibilities. The selection process can be further complicated without firsthand proficiency in insurance indus...

At first glance, news about the art market appears ominous: fairs have been canceled, auction houses have cut salaries, and closed borders have reduced trade. But dramatic headlines don’t paint the whole picture: auction houses have pivoted to selling online, dealers and fairs have created virtual g...

Last year, The Olympic Manifesto, an 1892 manuscript by Pierre de Coubertin, estimated at $1,000,000, sold to an anonymous bidder at Sotheby’s New York for an astounding $8,806,500. This established a new world auction record for sports memorabilia, previously held by a Babe Ruth Yankees jersey that...

The recently signed “Phase One” trade deal has led to some optimism surrounding U.S.- China relations. That said, much of the conflict between the two countries can be traced to China’s desire to be a technological power. China is unlikely to cede its ambitions, suggesting there will be an...

The world watched in disbelief last spring as fire ripped through the cathedral of Notre-Dame de Paris. The spire and roof were destroyed, but the structure’s stone ceiling contained the collapsing roof, sparing the interior from total destruction. Despite the catastrophic circumstances, an astoundi...

In November 2019, a Patek Philippe “Grandmaster” watch fetched $31 million at Christie’s Geneva. This result was more than 10 times the pre-sale estimate, establishing a new world record for a timepiece at auction. It smashed the previous record for a wristwatch, set in 2017, when Phillips sold a Ro...

Owners of historic homes often become guardians of the meticulous craftmanship of bygone eras. But sometimes there are purposeful reasons why “they don’t make them like they used to.” While these residences may be less likely to succumb to perils that emerge in today’s cookie-cutter constructio...

The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connected, convey our legacy, generate pride and impart lasting life lessons. Opportunities to share family legacyTraveling, shopping, ...

When exploring the landscape of culture in today’s workplace there is a company that stands out. Recently featured in a FOXCast, Mark Galante, President, Field Operations, PURE Insurance, discussed the qualities of PURE’s outstanding culture. One notable element of their culture is PURE’s Women’s Le...

Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citizens. According to one survey, 43% have lived in two countries or more, and a full one in five has lived in three or more countries. And th...

Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, large portions of the population appear quite vulnerable. Avoiding late-cycle overconfidence as it relates to both spending and investme...

Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net worth families should keep in mind when constructing a new home and efforts they can take to protect their loved ones and most valuable possess...

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also minimizing the unique challenges that occur when navigating the world of wealth.Younger family members may have different approa...

A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildren grow. The home may also be a wise investment. But for most families, it’s first and foremost a place for enjoyment. Yet as many families...

Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny in private equity appeals to investors and companies alike. One method by which a company ultimately exits private ownership i...

Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and defamation. In this age of rapid and pervasive social movements such as #MeToo, prolific scandals all over the news, and the ability of...

As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help people deal with the emotional side of money.” This comment alone does not explain what a “wealth coach” is or what one does,...

Advantages of a Prenuptual AgreementPrenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to protect assets from the other upon a termination of the marriage by death or divorce. That may be one purpose, but these agreements can be...

The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family and friends. In addition to the excitement of planning, organizing and hosting a social event, the importance of managing risks associated with entert...

While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that the main risk of water damage actually stems from within the home itself. We sat down with FOX member, Anne Martin, Senior Risk Management Specialist a...