Beating the Odds
As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new...
SEC Rules on the Family Office
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer...
Asset Protection: Then and Now
The field of asset protection is often stigmatized. The phrase may inspire thoughts of deadbeats, scam artists, and tax evaders.1 However, the concept...
The Elephant in the Room
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth...
Breaking the Silence
Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This...
Related Links
The Wealth Report Blog
blogs.wsj.com/wealth/The Wealth Report is a daily blog focused on the lives and culture of the wealthy. The blog is written by Robert Frank, a senior writer for the Wall Street Journal.
The Family Office Exchange (FOX)
www.foxexchange.comA membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries. It strives to make wealth owners, family office executives and advisory firms more effective at preserving and enhancing their financial, human, and intellectual capital.
Institute for Private Investors (IPI)
www.memberlink.netIPI provides educational and networking resources to families with substantial assets and their advisors. IPI is neutral, offering no investment recommendations nor consulting services. Membership dues and educational fees are its sole revenue source.
High-Net-Worth Families & Family Offices
Sara Hamilton (chair)
Family Office Exchange LLCDavid Martin
Foster Holdings, Inc.Kathryn M. McCarthy
Rockefeller Trust CompanyPatricia M. Soldano
GenSpring Family OfficesJeff Thomasson
Oxford Financial Group, Ltd.Complete list of the Trusts & Estates Editorial Advisory Board
