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.

Eight Questions to Ask Yourself Upon Becoming a Trustee of a Family Trust

Aug 27 2019 - Anonymous

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FOXCast: Managing Risk for Yachts, Megayachts, Superyachts, and Gigayachts

Aug 23 2019 - kforsythe@familyoffice.com

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Laurence Vanden Boom, Manager, Learning and Development – Plante Moran
Wednesday, August 14, 2019

One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the human element of business if we want to achieve our intended results.

How Many Family Offices are there in the United States?

Aug 09 2019 - Anonymous

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Erin Hulse, Founder – Deviate Consulting, LLC
Wednesday, August 7, 2019

The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost?

Preparing the Rising Generation for Leadership

Aug 07 2019 - lgochanour@familyoffice.com

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Under-Saved and Overconfident: A Glance at the Economy

Aug 07 2019 - lgochanour@familyoffice.com

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Addressing the Complexities of Communication and Family Learning

Jul 17 2019 - lgochanour@familyoffice.com

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Tips for Family Vacation Home Succession Planning

Jul 11 2019 - lgochanour@familyoffice.com

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FOXCast: Is it Time for a Life Insurance Audit?

Jul 02 2019 - kforsythe@familyoffice.com

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