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.

Future of Technology in the Family Office

Oct 08 2020 - gperkins@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Evolving Client Needs and Expectations Are Changing the Role of the Family Office

Oct 08 2020 - gperkins@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Ready or Not - Your Future Family Office is Here

Oct 08 2020 - gperkins@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Family Office Exchange
Wednesday, September 30, 2020

The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan.

BIll Sullivan
Wednesday, September 30, 2020

Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective change accelerator than a crisis.

Tuesday, September 8, 2020

This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on their current thinking, as well as peer dialogue to enable shared learnings.

Tuesday, September 1, 2020

A live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members shared ideas, questions, and solutions for operating in the months ahead.

Rockefeller Philanthropy Advisors
Monday, September 14, 2020

There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy.

Tuesday, August 18, 2020

An interactive discussion with FOX members on Back to the Office -- Part 2. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead.

Tuesday, July 21, 2020

An interactive discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual  event, members will be able to share ideas, questions, and solutions for operating in the months ahead.