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.

Thursday, May 12, 2022

Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach.

BakerHostetler
Tuesday, June 7, 2022

Non-fungible tokens (NFTs) are the latest advancement in the ongoing evolution of the blockchain market. Putting this phenomenon into context, a series of papers will examine NFTs from various perspectives, including the legal issues arising from this new technology.

Plante Moran
Monday, June 6, 2022

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Multi-Family Office Cybersecurity Considerations

Jun 01 2022 - bsanders@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Farmers National Company
Wednesday, June 1, 2022

The outbreak of war in Ukraine and on-going inflation fears have pushed the sales prices up for the land market. Farmers saw stronger commodity prices and investors wanted a low-risk inflation hedging investment which together propelled the competition for good cropland.

Wilmington Trust
Monday, May 16, 2022

Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating.

BDO
Friday, May 13, 2022

Non-fungible Tokens (NFT) now represent a broad class of investments, from collectibles to more financial-type assets. As the applications advance, the existing consensus on the tax treatment of NFTs may change.

BNY Mellon Wealth Management
Friday, May 13, 2022

Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and social change unseen in decades.

The Evolution of Family Office Reporting

Apr 26 2022 - bsanders@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Wednesday, April 20, 2022

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning.