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.

Ellwood Associates
Friday, January 15, 2021

No one should be surprised to see bouts of volatility in the market, including larger equity drawdowns.



Recommended for:

There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy education with children and teens will be more successful when you make the activity fun, connected to their life stage and related to current interests. This includes gamifying learning, suggesting books to the readers, board games for kinesthetic learners, and offering videos for those that are auditory and visual learners.


Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.

Dec 17 2020 - dbaker@familyoffice.com

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The Top 5 Myths of Impact Investing

Dec 09 2020 - gperkins@familyoffice.com

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Insider Tips for Choosing the Right Insurance Advisor

Dec 01 2020 - gperkins@familyoffice.com

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Thursday, November 5, 2020

With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions and powers to deal with political, economic, tax and family uncertainty.

Key Takeaways from the FOX Rising Gen Forum

Oct 29 2020 - bottosen@familyoffice.com

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Family Office Talent and Technology Solutions

Oct 29 2020 - bottosen@familyoffice.com

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Turbocharging Your Family Council

Oct 29 2020 - bottosen@familyoffice.com

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