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.

Jean Joseph, Managing Director – Owl Rock Capital Partners
Wednesday, November 6, 2019

Jean Joseph, Managing Director of Owl Rock Capital Partners, discussed the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr.

FOXCast: Private Equity Fund and Direct Investing in Today's Market

Nov 05 2019 - kforsythe@familyoffice.com

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Addressing Risk Management for the Global Family

Oct 17 2019 - lgochanour@familyoffice.com

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Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer – Family Office Exchange
Wednesday, October 16, 2019

For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years.

FOXCast: Philanthropy and Next Generation Success

Oct 08 2019 - kforsythe@familyoffice.com

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Glen Johnson, Chief Operating Officer – Family Office Exchange
Wednesday, September 25, 2019

Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts.

FOXCast: Can We Offset the Cost of Living in Paradise?

Sep 24 2019 - kforsythe@familyoffice.com

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FOXCast: Historical Imagination for Family Preservation

Sep 11 2019 - kforsythe@familyoffice.com

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Seth Spreadbury, National Family Office Practice Leader – Marsh & McLennan Agency
Wednesday, September 11, 2019

Many family offices are in a period of change. New family offices continue to emerge; established family offices are shifting strategies and service models. Macroeconomic factors and the perpetually pending market downturn loom over daily operations.

FOXCast: Family Meetings are Where Expectations are Set and Trust is Reinforced

Aug 29 2019 - kforsythe@familyoffice.com

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