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.
The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.
While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology.
Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream.
The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and opportunity for families of wealth, their family offices, and their professional advisors.
Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions.
Investment broker and manager fees are not always aligned with the value they provide. Given low prospective returns, fee awareness is more important than ever if investors are going to meet their investment objectives.
