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.

BDO
Monday, July 10, 2023

Private equity faces a crossroads. Looking at a challenging economy, the industry plans to turn its attention inward to current portfolio companies.

Cambridge Associates
Wednesday, July 5, 2023

This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include:

Wednesday, June 14, 2023

There have been a number of significant rulings in the U.S. Tax Court and the U.S. Supreme Court this year regarding charitable contributions, the Report of Foreign Bank and Financial Accounts (“FBAR”) as well as Form 5471 – Information Return of the U.S.

Monday, June 12, 2023

Join Nate Hamilton and Peter H. Diamandis, MD for a discussion on the latest longevity-related diagnostics and therapeutics, and the recent breakthroughs on how to slow, stop and even reverse aging.

Bank of America Private Bank
Wednesday, June 21, 2023

The first half of 2023 is a key test of the global art market’s resilience in the face of geopolitical headwinds and current art market challenges stemming from economic woes from the U.K.

Sunday, April 30, 2023

The dramatic growth of the family office industry in the 1980s was sparked by new liquidity running through hundreds of business-owning families.

Wednesday, May 10, 2023

The internet and specifically e-commerce has grown exponentially over the last 30 years, incorporating nearly every aspect of trade. As a result, industries and governmental agencies have blossomed to ensure cybersecurity, expending over $150 billion annually to combat this persistent threat.

Foley & Lardner
Tuesday, May 9, 2023

While there has been an ongoing slowdown in venture capital funding for startups, the slowdown appears to be leveling and suggesting that the market may be normalizing. Furthermore, investors are still active in certain key sectors and notable trends are beginning to emerge.