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.

Why I Left ETFs to Join a Crypto Asset Manager

Sep 04 2018 - lgochanour@familyoffice.com

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10 Reasons to Start a Family Office

Aug 31 2018 - Anonymous

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Gender Lens Investing: Strategies for Families

The ImPact
Wednesday, August 29, 2018

In one way or another, every enterprise—and every investment—is impacted by gender, whether it be through the gender of those in leadership and governance positions, how employees experience workplace policies and practices, or how women are treated throughout the supply chain.

Intergenerational Wealth Transfer

Key Capital Private
Monday, August 27, 2018

Wealth brings with it some important considerations, including the obligation to have an approach to managing it. For families of significant wealth, it primarily revolves around the requirement to develop an investment strategy that ensures the wealth is maintained for future generations.

Investment Outlook: Are Markets Set to “Peter” or “Pan” Out?

Larry Adam, CIO - Americas and Global Chief Investment Strategist – Deutsche Bank Wealth Management
Wednesday, August 1, 2018

In this mid-summer session, Deutsche Bank’s Larry Adam shared his perspective and investment outlook for the remainder of the year. Given the prolonged strength of the U.S.

Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures

Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust
Wednesday, July 25, 2018

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.
 

Seven Fundamental Principles of a 1031 Exchange

Plante Moran
Wednesday, July 25, 2018

1031 Exchange, commonly known as like-kind exchange, can be a smart tax strategy for business owners who also own or invest in real estate.

U.S. Trust Insights on Wealth and Worth® Findings Overview: Putting Wealth into Action

U.S. Trust Family Office
Friday, July 20, 2018

It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact.

U.S. Trust Insights on Wealth and Worth® Detailed Findings

U.S. Trust Family Office
Friday, July 20, 2018

The 2018 U.S.



Recommended for:

How do you prepare younger family members to manage their wealth well and flourish in their own lives and in the family enterprise? Every family is challenged to find creative ways to engage family members in the process of learning—about the family and what it values and owns, as well as what it takes to care for these human and financial assets.