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.

Plante Moran
Tuesday, January 3, 2023

Minimizing taxes is never easy. But in times of legislative and economic uncertainty, it can be a real challenge. This guide is an overview of some of the key tax provisions higher-income taxpayers need to be aware of. It offers a variety of strategies for minimizing your taxes.

Cybersecurity Tips that Every Family Office Should Know

Dec 15 2022 - bsanders@familyoffice.com

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Year-End Technology Recap: 2022

Dec 13 2022 - bsanders@familyoffice.com

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Creating a Best-in-Class Client Experience in your Family Office

Dec 08 2022 - bsanders@familyoffice.com

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Foley & Lardner
Wednesday, December 7, 2022

The pace of mergers and acquisitions (M&A) has slowed down since 2021 when the market conditions were better.

3 Common Family Office Technology Myths [And What to Expect Instead]

Dec 05 2022 - bsanders@familyoffice.com

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Family Office Exchange
Wednesday, July 27, 2022

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry.

Onboarding New Technologies: Four Must-Haves for Success

Nov 17 2022 - bsanders@familyoffice.com

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Giving As a Team Sport

Nov 14 2022 - bsanders@familyoffice.com

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Baker Tilly
Monday, November 14, 2022

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments.