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.

Nancy Gardiner, Partner, Director of Family Office and Philanthropy Services and Gioia Perugini, Associate Director, Family Office and Philanthropy Services – Hemenway & Barnes LLP
Wednesday, July 11, 2018

Many families talk about their desire to engage the next generation in family philanthropy and struggle with determining the right time to involve the next generation and how best to prepare them for their role with the family’s charitable giving.



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FOX has been tracking family office interest in direct investing for the past decade, and our recent Family Office Study confirms that FOX families remain focused on this opportunity and are increasingly active. The opportunity to invest in privately-owned family businesses has clearly captured the attention of many families, and the growing influence of direct investing families is evident across the private equity landscape.


Paul Dyer, CEO – United Cloud Partner Services;Sean Kelley, CEO – Collaborationstudios.com LLC
Wednesday, June 13, 2018

A New Cybersecurity Paradigm Without Usernames & Passwords

Cybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity assurances, firewalls, virus scans, and other security protections.

Wednesday, June 6, 2018

In this webinar, Kristi Kuechler of Family Office Exchange (FOX) explores many of the changes that family offices are experiencing, and highlights recent FOX survey data as we discuss the potential implications of family offices, wealth advisors, and the investment management industry.



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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 109 family office peers.


Karen Beldy Torborg, Managing Director, Marsh Private Equity and M+A Services, Global Practice Leader and Machua Millet, Managing Director – Marsh Inc.
Wednesday, May 23, 2018

In this session, produced in conjunction with the FOX Direct Investing Network, we explored how to manage and insure against the various legal risks facing family offices today.

Kristi Kuechler, Managing Director, Investor Market – Family Office Exchange
Wednesday, April 11, 2018

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey.

Family Office Exchange
Thursday, April 12, 2018

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.

National Center for Family Philanthropy
Tuesday, March 27, 2018

If you are a newer family foundation with one or two generations on the board, five generations may seem like a long time away. Yet in family philanthropy, quite a few foundations have been operating and thriving for 50, 75, even 100 years.

Jordan Arnold, Senior Managing Director – K2 Intelligence
Wednesday, March 14, 2018

In this session, FOX member and guest security expert, Jordan Arnold of K2, explored the cybersecurity trends and threats families and family offices need to be aware of in 2018, including: