Thought Leadership
Frequent Insights and Answers
With over 30 years of experience, we at FOX have discovered that while every family is different, many experience the same obstacles and challenges across their journey.
As a result, we have compiled a collection of common pain points that members of our community face. For more information on any of these topics and answers on how FOX can help, do not hesitate to contact us.
Providing objective guidance and thoughtful solutions to families, their offices, and their advisors for over 30 years.
Insights and Solutions
The family office is a unique family business created by and for a single family to provide tailored wealth management solutions - from accounting to investments to philanthropy - in an integrated fashion across multiple generations while promoting and preserving the family's identity, unity, and values.
A multi-family office works with multiple high-net-worth families, and manages their entire wealth picture through tax and estate planning, risk management, investment management, trusteeship, lifestyle and concierge services, coordination of other financial professionals, and philanthropic strategy.
The decision to create a single-family office or join a multi-family office is a personal one. The essential component is finding the situation that best fits your family and family office.
A Private Trust Company (PTC) allows a family to bring its trust assets and trustee responsibilities together under one roof, permit the retention of special and complex assets, enable multiple generations to take part in the decision-making process, and provide long-term continuity in the management of the family’s holdings and trusts.
The FOX rising generation (rising gen) community consists of family members in their 20s, 30s, and 40s navigating the complexities of wealth and the multi-generational family enterprise. They are future family leaders who will help sustain the family’s legacy across the generations.
Family learning is the process of gaining knowledge and expertise that supports family members’ ability to personally thrive AND meaningfully participate in the family enterprise.