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.

How to Choose the Right Technology Model for Your Family Office

Oct 20 2021 - bsanders@familyoffice.com

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Investment Vehicles: A Critical Choice for Private Clients and Family Offices

NEPC
Monday, October 18, 2021

Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification.

The Key to Generational Sustainability: Family Learning

Tuesday, October 12, 2021

FOX’s Chief Learning Officer, Mindy Kalinowski Earley, explains how and why family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations.

ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio

Parametric
Wednesday, October 6, 2021

There is a growing awareness that investment-grade corporate bond investors can use the same environmental, social, and governance (ESG) metrics popular in equity portfolios. Though in its early stages, this awareness is leading to rapid growth in socially responsible bond investing.



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Enterprise families are unique because they share ownership and stewardship of more than just family businesses. In addition to co-owning operating companies, they are the guardians of family legacy, family trusts, shared philanthropy, and joint properties. As leadership moves from founders to siblings to cousins and family priorities change, the decision-making structures must evolve to stay relevant.


Highlights from the 2021 Family Office Benchmarking Study

Wednesday, September 29, 2021

Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s vision.

Importance of Family Learning: Developing Flourishing Families through Family Learning

FOX
Wednesday, September 29, 2021

The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed to build a shared understandin

Family Office Co-Investing: Negotiating Deals

Wednesday, September 22, 2021

In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about.

FOX Family Learning Handbook

FOX
Monday, September 27, 2021


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At some point, your family wealth may be so complex, or a significant transition happens that starts a process to form an independent family office outside of the business. Whatever the reason, separating family wealth management from the business should be considered an evolutionary process and starts with your family gaining consensus to establish an independent office or use outside partners.