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.

BNY Mellon Wealth Management
Friday, November 5, 2021

With so many potential tax changes ahead, it's time to make sure you're checking all the boxes on things you can do to protect your wealth. Now is the time to ensure your wealth plan reflects any changes in your circumstances or goals, the economic landscape, and the current tax environment.

RSM US
Friday, November 5, 2021

Family offices anticipating a variety of tax law changes now have more details to consider. How would the tax law changes proposed by the House Ways & Means Committee affect family offices and wealthy families?

2021 FOX Family Forum - October 28 Recap

Nov 03 2021 - dbaker@familyoffice.com

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2021 FOX Family Forum - October 27 Recap

Nov 03 2021 - dbaker@familyoffice.com

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BDO
Tuesday, November 2, 2021

Drivers of the deal flow—from exits to succession planning to anticipated capital gains tax increases—are higher across the board, signaling a voracity for deals.

Silicon Valley Bank
Friday, October 22, 2021

The innovation economy continues its record-breaking performance despite ongoing challenges posed by the COVID-19 pandemic. Venture fundraising, investment, and exits are all on pace to shatter last year’s records.

Alternative Investments - Overcoming Challenges in Analysis and Reporting

Oct 21 2021 - bsanders@familyoffice.com

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Parametric
Wednesday, October 20, 2021

How can investors navigate the turbulent waters of municipal-bond credit-risk spread? The answer may be: “Wait and see.”