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.

Disruptions in the Investment Industry

Mar 12 2018 - jkearns@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

U.S. Trust Family Office
Thursday, March 1, 2018

The number and scope of women-owned businesses have risen at an unprecedented rate. This historic expansion is due to the efforts of courageous women who have been willing to take the leap and become entrepreneurs.



Recommended for:

Disruptions in the Investment Industry, a chapter from the 2018 members-only publication FOX Foresight, discusses how families are materially modifying their investment strategies and portfolios amidst the current uncertainty across the investment landscape. It summarizes what we have been learning from the FOX community and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors.


Family Office Exchange
Friday, January 26, 2018

FOX Foresight keeps FOX 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.

Family Office Exchange
Wednesday, January 31, 2018

FOX Foresight – Disruptions in the Investment Industry discusses how families are materially modifying their investment strategies and portfolios amidst the current uncertainty across the investment landscape.

Family Office Exchange
Wednesday, January 31, 2018

FOX Foresight – Trends Impacting Families

Wilmington Trust
Wednesday, January 31, 2018

Millennials have surpassed the Baby Boomers as the nation’s largest demographic segment.

Plante Moran
Wednesday, January 3, 2018

Due diligence often focuses heavily on financial and operational issues. Often the new or combined organization’s cybersecurity does not receive the attention it deserves.

MRI: Making Mission More Than a Statement

Oct 27 2017 - lgochanour@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »

Treasury to Withdraw Proposed Regulations Restricting or Eliminating Valuation Discounts

Oct 17 2017 - lgochanour@familyoffice.com

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »