Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.

Family Office Exchange
Tuesday, March 17, 2020

We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for the Family Office identifies critical issues and actions your office may need to consider.

Marsh McLennan Agency Private Client Services
Friday, January 12, 2024

Tailored to the needs for risk leaders, this executive summary of the 2024 Global Risks Report highlights the key findings to support decision-makers in balancing current crises and longer-term p

Marsh McLennan Agency Private Client Services
Friday, January 12, 2024

Set against the backdrop of rapidly accelerating technological change and economic uncertainty, this year's Global Risks Report is a comprehensive analysis of the most significant risks facing the world today.

Asset Consulting Group
Thursday, January 11, 2024

The uneven historic GDP growth, deflation, and low corporate productivity have made Japan a tough market for investors. But given the strong performance in 2023, the Japanese market is changing.

Warner Norcross + Judd
Monday, January 8, 2024

The Corporate Transparency Act (CTA), a federal law effective in January, will require new reporting tasks for many family offices and other entities, including limited liability companies (LLCs), limited partnerships (LPs) and S and C corporations.

Perkins Coie
Monday, January 8, 2024

The Corporate Transparency Act (CTA), designed to combat the use of shell companies for illicit purposes and increase ownership transparency in corporate structures, took effect on January 1, 2024.

Holland & Knight
Monday, January 8, 2024

With the Corporate Transparency Act (the CTA) becoming effective on January 1, 2024, a final ruling was issued on the Access Rule that establishes the circumstances under which beneficial ownership information (the BOI) may be disclosed to authorized recipients.

NEPC
Thursday, January 4, 2024

Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact.

BDO
Thursday, January 4, 2024

As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles.

William Blair & Company
Friday, December 15, 2023

Rising global rates, a strong U.S. dollar, and tightening liquidity conditions have weighed on sentiment in emerging markets (EMs). But EMs may be regaining their footing as easier monetary conditions could drive growth in 2024 for both equities and debt alike.