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.

Northern Trust
Wednesday, August 30, 2023

With below-average returns expected over the next five years, it’s clear that getting asset allocation right will be essential to delivering on the key challenges of our time: achieving purchasing power parity and avoiding any permanent capital impairment.

NEPC
Monday, August 21, 2023

President Joe Biden’s executive order targeting U.S. investments in certain industries in China has raised questions about its impact on global markets and investment portfolios.

Asset Consulting Group
Monday, August 21, 2023

Artificial Intelligence (AI), which is being considered “The Fourth Industrial Revolution,” is the latest innovation and technology disruption fueling growth and reshaping societies alike.

Baird
Tuesday, August 15, 2023

If you’ve been thinking that a prenuptial agreement might be a nice precautionary measure to have in your back pocket, you’re not alone. Romantic notions are increasingly giving way to pragmatism in recent years.

Cozen O'Connor
Thursday, August 3, 2023

With the increasingly complex patchwork of state privacy laws and regulatory compliance requirements, businesses operating in regulated industries, particularly in the financial services and healthcare sectors, need to ensure they are paying close attention to the details of the exemptions.

Family Office Exchange
Wednesday, August 2, 2023

As we move into a wealth 3.0 era, advisors will continue to navigate new and changing client needs. FOX’s annual Multi-Family Office and Wealth Advisor study provides insights into this changing world.

FOXCast CEO Series: Exploring Cutting-Edge Long-Term Investment Themes with Scott Helfstein

Jul 20 2023 - dbaker@familyoffice.com

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BMO Family Office
Thursday, July 13, 2023

Selling a business is a calculated, and often very personal, decision many owners make. Some consider selling due to the lack of a solid succession plan, an unclear path to continued success or a desire to spend time elsewhere.

Monday, July 10, 2023

For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large.

Monday, July 10, 2023

FROM “POLYCRISIS” to “POLYOPPORTUNITIES”: