Opinion

November editor’s note

A preview of the November issue

Max Viscio 6 November, 2017

Investing in the opportunities arising from a more sustainable economy

Environmental drivers are creating opportunities around energy efficiency, water infrastructure, sustainable food, and waste recovery

David Richardson 14 May, 2018

FOX Wealth Advisor Forum

A quick note to our readers

Max Viscio 4 May, 2018

Why Your Family Office Needs to Get More Professional

The industry is changing and family offices are facing competitive pressure to retain top talent

Andrew Fay 25 April, 2018

Tax planning opportunities for single family offices

A recent ruling by the US Tax Court could have large implications for single-family offices

R. Scott Beach, Von E. Sanborn and Aaron T. Kriss 15 March, 2018

The divorce implications of tax reform

Divorce attorneys and financial advisors need to work together following the Tax Cuts and Jobs Act of 2017

David M. Friedman 15 March, 2018

2018 PAM Award Winners

And the winners are...

Max Viscio 15 February, 2018

Estate planning: postponement is not an option

Despite the uncertainty surrounding the federal estate tax, waiting to see what happens is not an option

Warren Vogel 8 December, 2017

November editor’s note

A preview of the November issue

Max Viscio 6 November, 2017

Sudden Wealth Syndrome

When a family member or members suddenly inherit wealth and are unprepared for the responsibility, they make poor decisions

Michael Wagner 6 November, 2017



Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers