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, October 12, 2022

Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space.

BDO
Thursday, November 10, 2022

U.S. businesses are facing pressure to drive revenue, manage costs, and increase shareholder value, all while surrounded by economic and political uncertainties. How do businesses thrive in uncertain times?

BDO
Thursday, November 10, 2022

As the year end approaches, it’s an optimal time for individuals to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations.

Foley & Lardner
Wednesday, November 9, 2022

No one can predict the lasting effects of an economic downturn for certain and whether tech M&A activity will ebb or flow. However, current economic conditions present the ideal buyer's M&A market.

Bridging the Digital Privacy Gap

Oct 31 2022 - bsanders@familyoffice.com

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BDO
Friday, October 28, 2022

Designed to help your board take practical steps toward strengthening your organization's cyber risk, this data privacy and governance checklist outlines the basics for understanding your current data protection posture regarding the handling of personal and sensitive data.

Cambridge Associates
Wednesday, October 26, 2022

A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function.

Family Office Exchange
Thursday, October 13, 2022

The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan.

Foley & Lardner
Tuesday, October 11, 2022

In the hospitality space, hotels are a unique asset that can be viewed as an operating business that makes them different and more complex than other real estate assets and holdings.

Cambridge Associates
Tuesday, October 4, 2022

A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success.