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.

Key Insights and Opportunities from the Values-Aligned Investing Survey

Jun 28 2019 - lgochanour@familyoffice.com

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Northern Trust
Friday, June 28, 2019

Art collections are unique and very personal assets. Planning to build and maintain a collection, and ensuring its future, requires balancing special rules applied to collectibles and the personal and financial realities of individuals or families.

FOXCast: A No-Regrets Approach to Philanthropy

Jun 21 2019 - kforsythe@familyoffice.com

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An Uptick in IPOs and Private Equity Exits

Jun 20 2019 - lgochanour@familyoffice.com

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FOXCast: The Art of Investing for Families

Jun 10 2019 - kforsythe@familyoffice.com

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13 Reasons Why Estate Planning is Necessary for Modern Families

Jun 10 2019 - lgochanour@familyoffice.com

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Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Jun 07 2019 - lgochanour@familyoffice.com

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Why Families Need to Participate in Their Own Protection

Jun 05 2019 - kwick@familyoffice.com

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We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security. In this chapter, we explore a risk-based approach to the personal and physical dimensions of family security and offer actionable insights you can put into practice straight away.




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The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey.