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.

Cultivate Family Readiness for Change

Jul 07 2020 - lgochanour@familyoffice.com

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Public Health vs. Economic Growth is a False Binary

Jul 06 2020 - lgochanour@familyoffice.com

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Good Practices for Virtual Meeting Engagement 

Jun 30 2020 - lgochanour@familyoffice.com

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FOX stands up for systemic change. We reject racism, bigotry, and hatred.

Jun 18 2020 - gperkins@familyoffice.com

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Joline Godfrey and Alexandre Monnier — Hawthorn Institute for Family Success
Wednesday, May 27, 2020

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations.

2020 Learning Program Schedule Updates

May 12 2020 - gperkins@familyoffice.com

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Family Office Exchange
Monday, May 4, 2020

Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the current climate’s effect on direct and economic drivers?

Patrick Flanigan and Ben LeClaire — Plante Moran
Wednesday, April 29, 2020

Our annual cybersecurity update where experts shared the leading threats you need to be aware of to keep your clients, your firm, and yourselves protected. In addition to recurring threats over the last year, we also discussed more recent COVID-19 focused security threats.

Rockefeller Philanthropy Advisors
Tuesday, April 28, 2020

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine.