Our member newsletter is published quarterly. It features exclusive, topical articles of interest to family principals, family offices and professional advisors in the Wealth Management Industry.
| Industry Trends & Issues |
Back to Top |
|
| |
| Developing Effective Business Systems at Bristlecone |
| |
| |
| The Family Office Bookshelf |
| |
| |
| Information Security Tops AICPA Tech List for 2005 |
| |
| |
| Looking Forward: Paradigm Shifts for the Next Decade |
| |
| |
| What Private Investors Can Learn From Endowments |
| |
| |
| On the Minds of Your Peers: Fall Forum Interactive Poll Results |
| |
| |
| The Insurance Crisis |
| |
| |
| The Message Behind the Weak U.S. Dollar |
| |
| |
China: The Other Side of the Picture
(FOX Newsletter Supplement) |
|
| |
| |
| Score One for the Taxpayer |
| |
| |
| Living and Dying in a "Decoupled" Environment |
| |
| |
| Conflict is Focus of First Thought Leaders Roundtable |
| |
| |
| Cash Management and the Search for Yield |
| |
| |
| The Cost of Managing Private Wealth Through the Family Office |
| |
| |
| Personal Director's Liability Insurance Fills Important Gap |
| |
| |
| The Case for Modern Open Architecture Trusts |
| |
| |
| What a Dividend Exclusion Might Mean to Your Portfolio |
| |
| |
| Investing Rationally In An Irrational World |
| |
| |
| Arthur Levitt Challenges Private Sector Executives To Lead Reform |
| |
| |
| Web Resources for Registering as an Investment Adviser |
| |
| |
| Interfacing with the SEC for RIA Exemption |
| |
| |
| Taking the Path for Registered Investment Adviser Exemption |
| |
| |
| Family Offices and the Investment Advisers Act - Article |
| |
| |
| 1997 FOX Industry Survey - Portrait of an Evolving Industry 1Q97 |
| |
| |
| Emerging Technologies Change Financial Services Industry 4Q00 |
| |
| |
| Family Office Industry Progress - Industry Trends and Recent Developments 1Q93 |
| |
| |
| Financial Family Creates Venture Capital Model, Transition to New Economy 4Q00 |
| |
| |
| Measures of Success - The Annual Family Office Assessment 1Q00 |
| |
| |
| Trends for the 90's - Important Issues Facing the Family Office 2Q90 |
| |
| |
| Wealth Management - 100 Families Define the Process 1Q94 |
| |
| |
| Managing Technological Change in the Family Office 3Q01 |
| |
| |
| Opportunistic Thinking Technologies In A Changing World 4Q01 |
| |
| |
| New Services Help FOX Members Navigate Uncertain Conditions 4Q01 |
| |
| |
| Solutions For Protecting Online Privacy 4Q01 |
| |
| |
| What Total Return Laws Will Mean To You |
| |
| |
| A Global Sample of Asset Allocation Strategies |
| |
| |
| |
| International Trends & Issues |
Back to Top |
|
| |
| Wealth Structures for Multi-Jurisdictional Families |
| |
| |
| Global Financial Families Offer New Lessons 4Q99 |
| |
| |
| International Passive Investing 2Q97 |
| |
| |
| Reviewing Your Personal Security & Travel Program 4Q01 |
| |
| |
| |
| Investing in the Family |
Back to Top |
|
| |
| Strategic Planning for Financial Families |
| |
| |
| Internships for the Next Generation |
| |
| |
| Mentoring and More: Preparing the Next Generation |
| |
| |
| Selling the Family Business: Four Ways to Plan Ahead |
| |
| |
| A Look at Family Office Websites |
| |
| |
| Succession in Business-Owning Families: An Interview with Kelin Gersick |
| |
| |
| The Family Meeting Location Challenge |
| |
| |
| Paradoxes of Wealth |
| |
| |
| Family Meetings: Something to Bring to the Table |
| |
| |
| Finding A Public Relations Firm to Suit Your Needs |
| |
| |
| Family Meetings: Engaging the Learner |
| |
| |
| Born Rich: Blessing or Curse? |
| |
| |
| Leadership Succession: Are We In Good Hands? |
| |
| |
| What Should We Tell The Children |
| |
| |
| Using Incentive Trusts to Influence Behavior |
| |
| |
| Avoiding Audit of the Discounted Entity Interest |
| |
| |
| Teaching Children About Money |
| |
| |
| Planning Family Meetings |
| |
| |
| Planning for Smooth Family Transitions |
| |
| |
| Helping Families Implement Complex Estate Plans |
| |
| |
| Writing Private Family Books |
| |
| |
| Family Learning Becomes Focus for the Future 2Q99 |
| |
| |
| How FOX Members Practice Governance 1Q96 |
| |
| |
| How to Navigate Family Transitions 4Q00 |
| |
| |
| Memoirs Unlimited - A Unique Service for Families 3Q96 |
| |
| |
| Preparing the Next Generation for Leadership 2Q96 |
| |
| |
| Starting and Maintaining a Family Office Archive 4Q94 |
| |
| |
| The Evolutionary Stages of Family Governance 1Q00 |
| |
| |
| The Impact of Governance on Wealth Preservation 1Q96 |
| |
| |
| A Practical Way To Solve Ethical Questions 4Q01 |
| |
| |
| Developing A Family Enterprise Plan: An Introduction |
| |
| |
| |
| Selecting and Monitoring Professional Advisors |
Back to Top |
|
| |
| Working Together: Evaluating an Investment Consultant |
| |
| |
| Disclosure: What You Really Want To Know |
| |
| |
| Who's Managing the Lawyers 4Q92 |
| |
| |
| |
| Investments |
Back to Top |
|
| |
| Going Global: Customized Portfolios of Hedge Funds with an Asian Focus |
| |
| |
| A Perfect Fit: Tailored Hedge Fund Portfolios for the Family Office |
| |
| |
| The Power of an Intellectual Property Index |
| |
| |
| Income Driven Equities: The Best of Both Worlds |
| |
| |
| Challenging Conventions: Building a Better Stock Market Index |
| |
| |
| Strategies for Today's Long-Term Investor |
| |
| |
| Investing Globally: Today's Emerging Markets |
| |
| |
| The Future for Managed Futures |
| |
| |
| Effective Equity Portfolio Transitions |
| |
| |
| How LPs Can Use 'Moneyball' to Hit a Home Run with Emerging Managers |
| |
| |
| Building Customized Funds-of-Funds |
| |
| |
| Optimizing Manager Selection |
| |
| |
| Alternatives to Alternatives in Investing |
| |
| |
| Questions to Ask General Partners of Venture Capital Funds |
| |
| |
| Assessing Investment Strategies in Today's Market |
| |
| |
| Processes and Strategies for Effective Asset Allocation |
| |
| |
| A Historical Perspective of Venture Capital 1Q91 |
| |
| |
| After-Tax Investment Performance 1Q93 |
| |
| |
| Apples to Apples - Considerations for Performance Reporting 4Q92 |
| |
| |
| Engineering Greater Real Estate Liquidity By trading Property and Securities 4Q98 |
| |
| |
| Evaluating Alternative Investments 1Q94 |
| |
| |
| Examining Strategies for Low Basis Cost Stock 2Q00 |
| |
| |
| Families Share Investment Opportunities 2Q90 |
| |
| |
| Foreign Currency Without the Frenzy 3Q92 |
| |
| |
| Hedge Fund Versus Managed Futures - Topic Examined 1Q00 |
| |
| |
| How to Select a Socially Responsible Investment Manager 1Q98 |
| |
| |
| Investing for Taxable Clients - Three Alternatives to Maximize After Tax Returns 1Q97 |
| |
| |
| Investing with Computer Intelligence 4Q96 |
| |
| |
| LEAPs - Leverage With a Longer Life 4Q00 |
| |
| |
| Legal Update - Structuring Family Investment Pools 3Q97 |
| |
| |
| Managed Futures - An Investment Alternative for the 1990s 1Q92 |
| |
| |
| Market Neutral Startegies: The Proverbial Free Lunch? 1Q01 |
| |
| |
| Meetings with Investment Managers 1Q93 |
| |
| |
| Myths of Alternative Asset Investment 2Q99 |
| |
| |
| Personal Commandments of Due Diligence 1Q91 |
| |
| |
| Playing by the Rules 2Q95 |
| |
| |
| Preservation Versus Growth - The Ultimate Balancing Act 2Q00 |
| |
| |
| Private Investments in Public Equities 4Q97 |
| |
| |
| Real Estate as an Investment Vehicle for Family Offices 4Q99 |
| |
| |
| Rethink Asset Allocation on Global Basis 4Q99 |
| |
| |
| SBICs - a Timely Vehicle for Private Investment Opportunities 3Q90 |
| |
| |
| Strategic Cash Management 2Q91 |
| |
| |
| Structuring an Effective Advisory Agreement 2Q95 |
| |
| |
| Swaps Versus Shorts Against the Box 4Q94 |
| |
| |
| The Benefits of AIMR - A Year Later 1Q94 |
| |
| |
| The Case for Commodities - A Value Approach 4Q97 |
| |
| |
| The Discipline of Cash Management 1Q99 |
| |
| |
| The Impact of Relevant Investment Benchmarks 2Q92 |
| |
| |
| The Plight of the Passive Investor 2Q93 |
| |
| |
| The Role of the Investment Committee 1Q97 |
| |
| |
| Triple Bottom Line Investing 1Q96 |
| |
| |
| Using Derivatives to Hedge and Enhance Public and Private Equity Investments 3Q98 |
| |
| |
| Value at Risk - Useful Tool for Portfolio Management 2Q99 |
| |
| |
| What Price Liquidity 3Q91 |
| |
| |
| What to Expect From a State of the Art Investment Consultant 1Q99 |
| |
| |
| Family Office Strategies for Diversified Hedge Fund Portfolios 3Q01 |
| |
| |
| Panel On Hedge Funds: Maximizing Returns and Minimizing Risk 4Q01 |
| |
| |
| Maximizing Fixed Income Returns For AMT Taxpayers |
|
| |
| |
| |
| Integrated Planning |
Back to Top |
|
| |
| Managing Uncertainty and Minimizing Risks |
| |
| |
| The Private Face of Public Risks |
| |
| |
| What 'Risk Management' Means for Financial Families |
| |
| |
| An Estate Plan Checklist in Six Easy Pieces |
| |
| |
| Managing Uncertainty: Strategies for Strategic Risk Assessment |
| |
| |
| Beyond the Big Picture: Personalized Financial Plans for Individual Owners |
| |
| |
| Rethinking Tax Efficient Portfolio Construction |
| |
| |
| Fixed Income Options for the AMT Taxpayer 3Q04 |
| |
| |
| Tax Risk and New Math in Wealth Planning |
| |
| |
| Is Your Trust a Potential TRU Convert? |
| |
| |
| Charting an Estate Plan Through a Sea of Change |
| |
| |
| Information: The Key to Managing A Family's Wealth |
| |
| |
| Evaluating A Family's Risk Management Program |
| |
| |
| 1990 Tax Act Presents New Opportunities for Sophisticated Estate Planning 1Q91 |
| |
| |
| A Second Look at Life Insurance Suprising Benefits for the Wealthy Individual or Family 2Q91 |
| |
| |
| The Benefits of a Private Life 3Q98 |
| |
| |
| Charitable Family Partnerships Present Opportunities and Risks for Aggresive Donors 4Q00 |
| |
| |
| Chartering a Private Trust - Location and Charter Make a Difference 3Q96 |
| |
| |
| Dear Prudence - The Evolution of Trust Investing 3Q00 |
| |
| |
| Deduction of Trust Investment and Consulting Fees Subject Tax 3Q92 |
| |
| |
| Family Limited Leadership - A Way to Keep the Family Down on The Farm 2Q94 |
| |
| |
| Family Office Liability Exposures - How to Protect Yourself 2Q97 |
| |
| |
| Fiduciary Alternatives 2Q96 |
| |
| |
| Guidelines for Analyzing the Life Insurance Transaction 4Q99 |
| |
| |
| Implementing a Security Plan - More Than Personal Safety 4Q97 |
| |
| |
| Incentive Trusts - How to Make Them a Positive Experience 4Q90 |
| |
| |
| Legal Update - Structuring Family Investment Pools 3Q97 |
| |
| |
| Minimizing Director Liability - Part One 1Q98 |
| |
| |
| New Prudent Investor Standards for Trustees 1Q93 |
| |
| |
| On Death Taxes and Conservation Easements 2Q96 |
| |
| |
| Personal Excess Liability - What Every Family Should Know 4Q94 |
| |
| |
| Private Trust Companies - Easier Than Expected 4Q93 |
| |
| |
| Proposed Legislation Aims at Death Tax Reduction Repeal 2Q99 |
| |
| |
| Qualified Personal Residence Trusts and Second Marriages 3Q96 |
| |
| |
| Responsibilities of the Trustee in Light of the Prudent Investor Standard 2Q96 |
| |
| |
| Should Family Office Employees Serve as Trustees? 2Q90 |
| |
| |
| Solving the Trustee Question Fast 4Q91 |
| |
| |
| Strategies for Transferring Closely Held Business Ownership - Part One 1Q98 |
| |
| |
| Strategies for Transferring Closely Held Business Ownership - Part Two 2Q98 |
| |
| |
| The Investment Expense Dilemma 1Q95 |
| |
| |
| The Limited Liability Company - A Flexible Vehicle to Achieve Business and Investment Goals 4Q91 |
| |
| |
| The Role of the Insurance Manager in the Family Office 3Q95 |
| |
| |
| The Value Behind the Private Trust Company 2Q93 |
| |
| |
| To File or Not to File by April 15 2Q96 |
| |
| |
| When to Sell a Life Insurance Policy 3Q99 |
| |
| |
| When to Use Mediation or Facilitation in Estate and Wealth Transfer Planning 4Q98 |
| |
| |
| Will the Circle be Unbroken? Issues Rising From Holding Family Businesses in Trust 2Q93 |
| |
| |
| Year-End Review of Estate and Gift Plans 4Q01 |
| |
| |
| |
| Philanthropy |
Back to Top |
|
| |
| Charity Begins at Home - And Today! Year-End Charitable Giving |
| |
| |
| Involving Children in Philanthropy 2Q05 |
| |
| |
| How To Better Manage Your Private Foundation |
| |
| |
| Philanthropy in a Soft Economy: Strategies and Stories |
| |
| |
| Sophisticated Strategies in Donor Advised Funds |
| |
| |
| Charitable Giving For the Next Millenium - Part One 3Q99 |
| |
| |
| Community Foundations Bring Unexpected Resources 4Q95 |
| |
| |
| Donor Intent - Creating and Carrying Out Philanthropic Goals 3Q96 |
| |
| |
| Elements of a Successful Family Foundation 4Q98 |
| |
| |
| Family Philanthropy - How to Make the Family Board of Trustees More Effective 3Q91 |
| |
| |
| Foundations Benefit from Wisdom of the Ages 4Q00 |
| |
| |
| Millionares and the Millenium - Will There Be a Golden Age for Philanthropy 1Q00 |
| |
| |
| Philanthropy and the Ten Trillion Dollar Transfer of Wealth 2Q95 |
| |
| |
| Planned Giving Programs - A Letter to the Editor 3Q93 |
| |
| |
| Socially Responsive Investing From Philanthropy to Investing with Values 1Q98 |
| |
| |
| Supporting Organizations Enable Family Offices to Do It All 4Q00 |
| |
| |
| The Family Foundation - Training for the Next Generation 3Q97 |
| |
| |
| The Namaste Foundation - Involving the Next Generation and Watching Them Grow 4Q94 |
| |
| |
| What Gives? How to Add Value Through Philanthropy 4Q00 |
| |
| |
| The 1% Club - A New Idea for Getting the Most Out of Giving 3Q01 |
| |
| |
| Venture Philanthropy: High Engagement for High Impact |
| |
| |
| |
| Alternatives to a Family Office |
Back to Top |
|
| |
| The Art and Architecture of Successful Multi-Family Offices |
| |
| |
| Chartering a Private Trust - Location and Charter Make a Difference 3Q96 |
| |
| |
| The Family Office Co-op 3Q96 |
| |
| |
| The Value Behind the Private Trust Company 2Q93 |
| |
| |
| Family Office Case Study: The Private Trust Company Experience 4Q01 |
| |
| |
| Chartering a PTC Today: Benefits, Issues and Recent Changes 4Q01 |
| |
| |
| Profile of A Multi-family Office: The Laird Norton Trust Company |
| |
| |
| |
| The Family Office Concept |
Back to Top |
|
| |
| Setting Expectations and Measuring Success |
| |
| |
| The Value of Establishing a Policies and Procedures Manual |
| |
| |
| Delivering Value Through Service - FOX Newsletter Article |
| |
| |
| Understanding Family Office Audits |
| |
| |
| Creative Ways Family Office CIOs Add Value |
| |
| |
| Investment Adviser Registration Process |
| |
| |
| ASP's - An IT Solution to Consider 3Q00 |
| |
| |
| Characteristics of a Well-Run Family Office 2Q92 |
| |
| |
| Confidentiality Agreements - Protecting Your Family's Privacy 1Q95 |
| |
| |
| Family Office Cost Allocation 1Q92 |
| |
| |
| FOX Launches Pilot Program for Family Office Performance Standards 1Q96 |
| |
| |
| How FOX Members Practice Governance 1Q96 |
| |
| |
| How to Design and Implement an Effective Board 3Q94 |
| |
| |
| Internet Based Tools for High Net Worth Investors 3Q99 |
| |
| |
| Measures of Success - The Annual Family Office Assessment 1Q00 |
| |
| |
| Seven Strategies Ensuring Excellence in the Family Office 3Q98 |
| |
| |
| The Benefits and Efficiencies of a Family Office Intranet 4Q99 |
| |
| |
| The Family Website is Opportunity for Younger Generation to Take Lead 3Q99 |
| |
| |
| The Impact of Governance on Wealth Preservation 1Q96 |
| |
| |
| Top Ten Financial Practices for the Famiy Office 3Q97 |
| |
| |
| Unlocking the Potential in Your Family Office 1Q95 |
| |
| |
| What Investors Should Know and the Family Office Should Expect for Y2K 2Q99 |
| |
| |
| Year End Family Office Report Card 1Q97 |
| |
| |
| Safekeeping Information in the Internet Age - A Securtity Checklist 2Q01 |
| |
| |
| |
| Recruitment, Retention and Compensation |
Back to Top |
|
| |
| Recruiting, Retaining and Rewarding Top Talent: Understanding Nonqualified Deferred Compensation Plans |
| |
| |
| Family Office Compensation Plan Design |
| |
| |
| Building a Compensation Plan for Today's Market Environment |
| |
| |
| Biggest Human Resource Challenge - Recruitment and Retention 4Q99 |
| |
| |
| Building a Cohesive Team of Employees 4Q90 |
| |
| |
| Change is Inevitable, Growth is Optional 2Q92 |
| |
| |
| Conducting Employee Performace Appraisals 1Q97 |
| |
| |
| Defining a Path for Employee Success 1Q96 |
| |
| |
| Executive Education - Staying on Top of Your Game 3Q97 |
| |
| |
| Help Wanted - A Guide for Hiring Household Staff 2Q95 |
| |
| |
| Keeping Good Employees 3Q92 |
| |
| |
| Managed Employee Transitions Make a Positive Impact 3Q95 |
| |
| |
| Peacemaking - The Resolution of Conflict within the Family Office and the Family 3Q91 |
| |
| |
| Performace Appraisals - Have You Completed Your 1992 Performance Reviews? 2Q93 |
| |
| |
| Seven Drivers of Successful Employee Retention 3Q99 |
| |
| |
| Should Family Office Employees Serve as Trustees? 2Q90 |
| |
| |
| The Bonus Dilemma 1Q94 |
| |
| |
| The How To's of Sourcing and Recruiting 3Q00 |
| |
| |
| The Role of a Family Office Human Development Coordinator 2Q00 |
| |
| |
| Wealth Management Industry Recruitment in Today's Market 4Q01 |
| |
| |
| |
| Collectibles |
Back to Top |
|
| |
| How to Donate a Piece of Your Picasso 2Q04 |
| |
| |
| Management Strategies for Artwork 4Q97 |
| |
| |
| |
| Investor and Family Profiles |
Back to Top |
|
| |
| A Family Roadmap for Strategic Wealth Management |
| |
| |
| Horvitz Family: Three Variations on a Theme |
| |
| |
| A Tribute to the Brumley Family |
| |
| |
| Generosity Made Plain |
| |
| |
| A New Form of Ownership - Making the Transition from Perrybell Investments Inc. to Family Financial 4Q97 |
| |
| |
| A Profile of the Market Street Trust Company 1Q01 |
| |
| |
| Family Meeting Success - The Laird Norton Way 3Q94 |
| |
| |
| Family Values Through Financial Parenting 4Q93 |
| |
| |
| Heritage Finance and Trust Company Approach to Alternative Investing 1Q00 |
| |
| |
| New Experience, New Perspective - Family Office Professionals 2Q94 |
| |
| |
| Preserving the Past for the Future 1Q01 |
| |
| |
| Sachs Family Office Profile 4Q00 |
| |
| |
| The Bill Koch Family Profile 3Q92 |
| |
| |
| The de Gaspe Beaubien Family Profile 2Q92 |
| |
| |
| The Donahue Family Profile 2Q90 |
| |
| |
| The Evolution of the Irving Harris Family Office 1Q99 |
| |
| |
| The Kaplan Choate Family Office 1Q90 |
| |
| |
| The Scully Family Profile 4Q96 |
| |
| |
| The William Rosenwald Family Profile 3Q91 |
| |
| |
| Whittier Trust Company - A Family Office Converts to a Trust Company 2Q93 |
| |
| |
| Establishing Family Governance: An Interview with John C. Myers III |
