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.
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy.
Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation corrections are creating buying opportunities.
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges.
It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term.
Artificial Intelligence (AI) systems are poised to drastically alter the way businesses and governments operate on a global scale, with significant regulations already under way.
The passing of a family member is always stressful and challenging. The family office plays a critical role in helping the family through the process, often coordinating everything from the smallest funeral details to the preparation of the IRS Form 706.
Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:
Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction.
