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.

Single Iron Management
Wednesday, September 1, 2021

Land investments are a living, breathing entity that need attending to. Whether your primary focus is on conservation, wildlife habitat, agriculture enterprises, or a quaint getaway, the land will need to be managed.

Using Technology to Solve Multi-Entity Ownership Structures

Aug 26 2021 - dbaker@familyoffice.com

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Parametric
Wednesday, August 18, 2021

Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a reasonably investment period is low and that the benefit of waiting for attractive new issues is real.

Parametric
Tuesday, August 17, 2021

It’s common for investors to find themselves holding a concentrated single-stock exposure. But holding onto it is risky and may put your long-term financial goals in jeopardy.

Grant Thornton
Wednesday, August 11, 2021

This edition of Economic Currents takes a closer look at what the COVID Delta variant means going forward. The variant is expected to dampen, but not derail, the recovery in the U.S. However, if COVID cases continue to rise, it could bring an abrupt end to the current boom.

FOX
Monday, August 9, 2021

Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there.

 

FOX
Monday, August 9, 2021

If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved success in illustrating their impact.

 

FOX
Monday, August 9, 2021

History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come.

 

FOX
Monday, August 9, 2021

Fostering innovation and new thinking is key to enterprise survival. And a consensus-building approach is better for navigating transitions and avoiding choppy waters.

 

Wednesday, July 28, 2021

Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership and skill development, as well as defining future roles in the family, as a challenge.