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.

Wednesday, December 7, 2022

Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in northeast Ohio. She has also served in leadership roles for two other private foundations.

Wednesday, November 9, 2022

Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider.

BDO
Thursday, January 19, 2023

After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance.

Chubb Personal Risk Services
Wednesday, January 18, 2023

Whether you are collecting wine for the enjoyment of drinking or as an investment, it’s important to protect your wine. In this easy-to-reference guide, tips are provided in four key areas to help ensure your wine collection is protected. 

HighView Asset Management
Monday, January 16, 2023

When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary.

Monday, January 16, 2023

FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts.

Silicon Valley Bank
Thursday, January 12, 2023

Despite an economic downturn in 2022, healthcare trends indicated US healthcare venture capital investment was healthy. There’s plenty of dry powder to deploy; however, investments and exits are slowing due to the volatile market.

Marsh McLennan Agency Private Client Services
Tuesday, January 10, 2023

Despite a recent decline in M&A activity, deal volume remains higher than before the COVID-19 pandemic. And as buyers and sellers work through various deal stages, they need to retain focus on their employees, who will be instrumental in keeping the new organization operational.

The Vanguard Group
Thursday, January 5, 2023

Last year, the policymakers were a factor in shaping the global market conditions.

William Blair & Company
Tuesday, January 3, 2023

While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary pressures dissipate, particularly in the United States.