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.
Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family offices are particularly attractive targets to cybercriminals.
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Find out how and get insights on the why from guest Geron Morgan at BKD. Here's what's covered:
For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving.
As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms.
Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and platforms demands a compensation package that is competitive with other professional firms.
U.S. inflation reached an annualized rate of 7.0% in December 2021, its fastest pace in nearly four decades. Even the core price index, which excludes the volatile categories of food and energy, climbed to 5.5%.
Overall, the results of the 2022 10-year capital market assumptions are mixed depending on the asset class when compared to last year’s assumptions as the global recovery gains tra
