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.
Leaders of founder-owned businesses embarking on a liquidity event often have never been through a sale process or conducted a formal capital raise. It’s a complex process—so they often turn to outside advisors for guidance.
During the middle of the most challenging personal insurance market in a generation, family offices are seeking partnership and guidance more than ever.
Longevity experts frequently point to the importance of avoiding four complex conditions to improve your health span: cancer, cardiac diseases, diabetes, and dementia.
The global economy faced a high degree of difficulty in 2023, but it earned high marks with continued growth, labor markets remaining strong, and declining inflation amid the ongoing expansion. The soft-landing narrative has considerable allure, but the three-year-old expansion is vulnerable.
The advances and integration of artificial intelligence (AI) in financial markets are raising novel risks for broker-dealers and investment advisors. The risks include, but are not limited to conflicts of interest, market manipulation, deception, fraud, data privacy, and discrimination.
Navigating increasing complexity and changing needs while demonstrating the value of a family office is no small feat. The day-to-day work of running an office often leaves little room to fully grasp the impact of the work being done to fulfill the family’s vision.
Seeking to preserve your family’s values, support each member’s ability to personally thrive and engage collectively in meaningful ways? Philanthropy can be a great unifier in family wealth.
