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.



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One of the greatest direct investing struggles is how to manage deal flow once opportunities start to come in. It sounds simple enough, but it is quite actually complex – in ways that might surprise you. Mainly, once word gets out you’re looking to invest, you’ll be inundated with opportunities. So before you work with your network to surface deals, be sure to proactively build your deal architecture and guidelines.




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At our Family Office Exchange (FOX) Rising Gen Leadership Programs held in February and June, we noticed developing themes from our next-generation attendees. It became clear their needs and concerns were coalescing around three emergent areas. In this article we’re presenting a simple engagement pipleline to guide families and rising gen on their learning journey.


Year-End Tax Planning Strategies to Consider before 2022

BMO Family Office
Friday, November 19, 2021

With possible tax law changes on the horizon, it can feel daunting to make any moves before knowing the outcome. But year-end is still a good time to get your financial house in order and fine-tune your long-term strategy to take advantage of tax savings opportunities.

Bitcoin and Crypto Hype: Is it Real?

Gresham Partners
Wednesday, November 17, 2021

The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and financial experiments of our lifetime.

The Private Family Trust Company and Powerful Alternatives

Wednesday, November 10, 2021

40% of families now gift their assets through trusts compared to 12.5% in 1995. Directed trusts, special purpose entities, trust protector companies, and regulated and unregulated private trust companies have all played integral roles in the growing popularity of trusts.

Mitigating Physical Threats Against High Net Worth Individuals in Cryptocurrency

Red Five Security
Thursday, November 18, 2021

In today’s environment, one of the greatest threats to all businesses is the loss of intellectual property, financial resources, and reputation caused unintentionally by trusted insiders.

What Is Direct Indexing?

Parametric
Tuesday, November 16, 2021

If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.

Does Wealth Change the Way You Think?

Chubb Personal Risk Services
Friday, November 19, 2021

To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk.

Building a Successful Family Office: Top 10 Questions to Answer

RSM US
Monday, November 8, 2021

Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities.

Out of Left Tail: How Adequate Property and Casualty Insurance Can Improve the Risk-Adjusted Return

Chubb Personal Risk Services
Friday, November 19, 2021

The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services.