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.
For the investors who like the tax benefits of Section 1031 (aka “Like-Kind”) Exchanges, they should consider a new option for sheltering real estate capital gains: Qualified Opportunity Zone Funds (QOZF).
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approaches to building investment portfolios.
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year.
Sandy Leon, Senior Vice President, Family Office Practice, Midwest – Risk StrategiesMary Pontillo, Senior Vice President, National Fine Art Practice Leader – Dewitt Stern, A Risk Strategies Company
Wednesday, December 12, 2018
Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans.
Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth.
Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion.
