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.

Perkins Coie
Thursday, November 2, 2023

The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024.

Cambridge Associates
Wednesday, November 1, 2023

Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic.

The 3 most critical questions to ask when selecting family office technologies

Oct 26 2023 - bsanders@familyoffice.com

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Avoiding the December Mad Scramble

Oct 24 2023 - bsanders@familyoffice.com

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Bank of America Private Bank
Monday, October 23, 2023

As auction sales level off in 2023 from the highs reached a year ago, the art market recalibrates with more conservative pricing, risk management, and an unquenching demand for A+ works. Heading into the fall season, art prices are expected to continue stabilizing.

Peter Moustakerski
Friday, October 20, 2023

In our first two quarterly write-ups this year, we explored on two familiar forms of family capital.

William Blair & Company
Wednesday, October 18, 2023

For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments—arguably none more so than the potential of sensitive information leaking.

Asset Consulting Group
Tuesday, October 17, 2023

Investors have been looking for a recession amidst rising interest rates and expectations for slowing growth, but continued growth in much of the economy and resilient investment performance in 2023 has made for a very murky economic puzzle going forward.

Thursday, September 21, 2023

Generative artificial intelligence (AI) is a rapidly evolving field that has the potential to revolutionize many industries. This powerful technology uses deep learning algorithms to create new and original content, ranging from text and images to music and 3D models.

Family Office Exchange
Tuesday, September 26, 2023

FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023.