Thought Leader Series

FOX Technology Showcase Recap, Day Three

Jun 18, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day Two

Jun 17, 2021
Yesterday’s Showcase featured the following speakers, and a summary of each session is included below:

FOX Technology Showcase Recap, Day One

Jun 16, 2021
Tuesday’s Showcase featured the following speakers, and a summary of each session is included below:

Preparing for the FOX Technology Showcase, June 15-17

Jun 9, 2021
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 ...

Corporate Transparency Act: Beneficial Ownership Disclosure Requirements Are Coming

25 February, 2021
Each year, more than two million corporations, limited liability companies (LLCs), and other entities are formed in the United States. Historically, formation of...

Death, Disability, Divorce, and Disputes: Know What Your Company’s Governing Documents Dictate in the Event of a Crisis

4 January, 2021
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. ...

Insider Tips for Choosing the Right Insurance Advisor

1 December, 2020
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,...

Buying Art from Afar: 10 Ways to Improve the Risk

26 June, 2019
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. Bu...

Go for Gold – Choosing a Memorabilia Appraiser

Apr 16, 2020
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 as...

The U.S.–China Technology Cold War

Mar 2, 2020
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 ...

Emergency Preparedness for Passions

Feb 27, 2020
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 st...

Timely Advice: Are Your Watches Protected?

Jan 6, 2020
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, establ...

Built to Last? Risks and Recommendations for Maintaining Older Homes

Dec 4, 2019
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 th...

Give Your Family the Gift of Family Legacy for the Holidays

Nov 25, 2019
The holidays provide a perfect opportunity to share family legacy through stories of events, family fun and family hardship. These anecdotes help us feel connect...

A Unique Mission to Ensure Equal Representation of Women and Men in Senior Management

Nov 11, 2019
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 O...

Addressing Risk Management for the Global Family

Oct 17, 2019
Whether motivated by business or pleasure, economic opportunities or simply the weather, today’s high net worth individuals are increasingly becoming global citi...

Under-Saved and Overconfident: A Glance at the Economy

Aug 7, 2019
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, la...

Building a More Resilient Custom Home

Jul 25, 2019
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 wort...

Addressing the Complexities of Communication and Family Learning

Jul 17, 2019
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, ...

Tips for Family Vacation Home Succession Planning

Jul 11, 2019
A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildr...

An Uptick in IPOs and Private Equity Exits

Jun 20, 2019
Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-t...

Unique Liability Claim Trends in the Ultra-High Net Worth Market

May 13, 2019
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, ...

What is a Wealth Coach?

Mar 7, 2019
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 ...

Approaching Prenuptial Agreements Positively

Feb 19, 2019
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...

Holiday Party Planning — Risk Management Considerations

Dec 20, 2018
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...