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.
Consistently revisiting potential liquidity risk is important work for family investors, as many of these risks can lay silent for prolonged periods and become easy to overlook.
For the wealth owners—and the family offices managing their assets—the opportunities that impact investing presents are arguably greater than for any other type of investor.
A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements, and specific beneficiary needs.
When selling your business, choosing the right team of advisors can make or break the deal. Some business owners may question whether to hire an investment bank to help with the transaction—perhaps to save on transaction fees or because there is already a specific buyer in mind.
When it comes to investing with environmental, social, and governance (ESG) concerns in mind, there’s the aim to help foster positive change in the world through the lens of one’s personal values.
With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it.
Over the last few decades, the lackluster performance of traditional active managers has fueled the rise of “closet indexing.” For some, this trend, and the related systemic underperformance of the active management industry, have renewed interest in concentrated investing in pursuit of improved
Entering this year, individuals and businesses faced significant macroeconomic risks—possible recession, elevated inflation, rising interest rates, and geopolitical challenges. The uncertainties they bring can make effective tax and wealth planning a challenge.
