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.

Building Trust and Consensus in the Family

Oct 27 2020 - bottosen@familyoffice.com

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Industrial Revolution 4.0 in the Family Office – The Digital Age and Future of Technology

Oct 21 2020 - bottosen@familyoffice.com

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The Rising Generation’s Relationship with Money

Oct 21 2020 - gperkins@familyoffice.com

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Tony Gebely
Wednesday, October 21, 2020

No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization follows at least some basic cybersecurity best practices.

Resilience & Recovery in Unprecedented Times

Oct 20 2020 - bottosen@familyoffice.com

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Constructing Meaningful and Impactful Investment Portfolios Panel

Oct 20 2020 - bottosen@familyoffice.com

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Family Office Exchange
Friday, February 21, 2020

Develop a Continuous Learning Commitment

Sixty-two percent of first-generation family leaders expect a transition in four to six years, either in the business or family leadership. Are your future generations ready? Learn best practices and processes to educate them.

Family Office Exchange
Friday, February 21, 2020

Cultivate Family Readiness for Change

Often, people say they’re ready for change, but are they really? If you’re contemplating a family system change, make sure you understand the various readiness stages.

Family Office Exchange
Friday, February 21, 2020

Take the Long-Term View

How can you ensure your family’s long-term success? Our framework will help you transition from a business-centric to a family-centric enterprise.

Family Office Exchange
Friday, February 21, 2020

Meet Families of Impact

Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.