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.

Family Office Exchange
Friday, February 21, 2020

The Future of Social Impact Investing

Impact investing engages approximately 20 percent of FOX members. But misconceptions still exist. We’ve unearthed some realities, such as: you don’t have to sacrifice doing well while doing good.

Family Office Exchange
Friday, February 21, 2020

The Future of Wealth Management

Innovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so you can prepare for the future.

Family Office Exchange
Friday, February 21, 2020

Meet Families of Impact

Today’s families look very different than the ones of thirty years ago. “Business as usual” is no longer enough. To thrive in the future, families must prepare themselves for dramatic change.

Delivering Value Through a Trusted Advisor Ecosystem

Oct 09 2020 - gperkins@familyoffice.com

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2020 Trust and Estate Update

Oct 09 2020 - gperkins@familyoffice.com

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Breakout Session 4: Driving Efficiencies with Technology

Oct 09 2020 - gperkins@familyoffice.com

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Breakout Session 3: Improving Quality Through Family Office as a Service

Oct 09 2020 - gperkins@familyoffice.com

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Breakout Session 2: Managing Under Covid-19

Oct 09 2020 - gperkins@familyoffice.com

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Breakout Session 1: Results from FOX’s 2020 Compensation & Benefits Survey, sponsored by Grant Thornton

Oct 08 2020 - gperkins@familyoffice.com

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Spot and Manage Talent in the New Paradigm

Oct 08 2020 - gperkins@familyoffice.com

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