Private Investors | Page 25 | Family Office Exchange

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.

Formulating a Holistic Philanthropy Strategy for the Future

Wednesday, December 1, 2021

The events of the last two years have been a catalyst for families to assess past and future philanthropy goals and strategies.

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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. We call them the “3Ts” – transitions, talent, and technology.

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2022 FOX Foresight

Thursday, December 16, 2021

FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts.

2022 FOX Foresight - Tech Architecture for the Family Office of the Future

Thursday, December 16, 2021

We rely on – and have come to expect – real-time information to make decisions in every aspect of our lives. Family offices are no different. Unfortunately, many continue to use time-consuming manual processes for getting their data into the systems that need it.

2022 FOX Foresight - Families of Impact

Thursday, December 16, 2021

The concept of impact isn’t new, and in recent years has been discussed considerably from an investment and philanthropic perspective. But at FOX we believe “impact” can have a broader meaning, based on how each unique family defines it.

2022 FOX Foresight - Preparing Rising Gen for Leadership

Thursday, December 16, 2021

Over the course of more than 25 years, I’ve built a body of knowledge in family systems, adult-learning theory, executive education, and generational learning.

2022 FOX Foresight - Managing Mental Health Challenges

Thursday, December 16, 2021

The past two years have tested even the most resilient families and family-held businesses. Balancing domestic obligations with managing companies virtually is stressful even on the best of days.

2022 FOX Foresight - Solving the Talent Dilemma

Thursday, December 16, 2021

It's not news to family office hiring managers that prepandemic employment challenges have only become more intense. COVID-19 just fanned an existing flame of empowerment and flexibility demands. Salary is no longer a potential hire’s biggest concern.

Applying Tax-Loss Harvesting to a Fixed Income SMA

Parametric

Wednesday, December 15, 2021

Just as online shopping gives consumers access to the best Black Friday deals without the need to awaken before dawn, systematic tax-loss harvesting enables investors to realize the best opportunities to harvest losses throughout the year without concern that thin, end-of-year markets will impact

2021 Crypto Market: Year in Review

BDO

Tuesday, November 30, 2021

The blockchain/crypto space continues to evolve at a blistering pace, with bitcoin reaching an all-time high of $65k in mid-April up from its $29k price at the beginning of 2021. The growth was fueled by a number of converging factors and game-changing developments in the crypto space.