Private Investors

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.

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The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment teams, and in-source vs. outsource investment advice, all relative to 104 family office peers.

This resource is available for free to the FOX Public Network. To access, log in here or complete this form:

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2019 FOX Global Investment Survey: Key Insights

Family Office Exchange

Thursday, May 30, 2019

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

FOXCast: Mindy Earley Geeks-Out on Learning

May 20 2019 - kforsythe@familyoffice.com

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2019 FOX Global Investment Survey Highlights

Kristi Kuechler, Managing Director, Investor Market and Paulina Cromwell, CFA, Product Manager – Family Office Exchange

Wednesday, April 10, 2019

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joined us to provide highlights of what we learned in the 2019 Global Investment Survey.

Starting and Sustaining Family Meetings: An Insider’s Guide

Susan Gell Meyers, Partner – Warner Norcross + Judd LLPEllie Frey Zagel, Family Member and Founder – Successful Generations

Wednesday, April 3, 2019

Evidence suggests that good communication is a cornerstone of successful wealth transfer among families and those family meetings are a good platform for communication. Is there such a thing as “bad” communication or a “bad” family meeting? How does one undertake the good and avoid the bad?

Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through

Tim Wray, Co-Founder, Principal and Todd Kellerman, Co-Founder, Principal – V3 Limited LLC

Wednesday, February 27, 2019

This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle.