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.

NEPC
Monday, February 6, 2023

As the U.S. economy grapples with stagflation trends, there is inevitable talk of a potential recession. Despite the bearish narratives, a recession is avoidable.

NEPC
Monday, February 6, 2023

In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital.

Foley & Lardner
Monday, February 6, 2023

There are both advantages and disadvantages for family offices considering a minority direct investment.

Key Capital Private
Friday, February 3, 2023

There’s a strong investor appetite for companies operating in the Education Technology (“EdTech”) industry, a diverse and fragmented sector standing at the intersection of education and information technology.

Wednesday, January 18, 2023

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority.

2023 Accounting and Finance Predictions

Jan 26 2023 - bsanders@familyoffice.com

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Grant Thornton
Tuesday, January 24, 2023

In this time of turbulence in the marketplace, private companies eyeing an exit should concentrate on building internal efficiencies to get maximum valuations when the time is right.

Cambridge Associates
Monday, January 23, 2023

For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio.

Building a Better Family Office Framework for 2023

Jan 23 2023 - bsanders@familyoffice.com

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Grant Thornton
Friday, January 20, 2023

Intelligent automation has become a fundamental part of driving efficiency in business. To achieve the best ROI even in an economic downturn, start by understanding the automation capabilities and identifying the benefits you need the most.