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.

Wednesday, April 26, 2023

A well-functioning board is a crucial component to help the family business achieve longevity and growth. From risk mitigation to culture oversight, a good board can be an important resource for the company, shareholders, and stakeholders.

Glenmede
Thursday, May 4, 2023

Gender equity investing seeks to invest for financial return while promoting gender diversity throughout the workplace.

Asset Consulting Group
Tuesday, May 2, 2023

Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite these challenges, inflation is subsiding, consumer spending is stable, and the labor market remains strong.

Northern Trust
Tuesday, May 2, 2023

While the banking stress has largely subsided after the collapse of Silicon Valley Bank, there’s expectations of uneven trajectories of economic growth and inflation that will continue to drive market volatility. Learn what this will mean for asset allocation in this Investment Perspective.

Cambridge Associates
Thursday, May 4, 2023

For families with substantial diversified portfolio investments, costs are an important consideration when devising an overall wealth management strategy.

Warner Norcross + Judd
Tuesday, April 25, 2023

There are a lot of upsides to using Artificial Intelligence (AI) technology, but there are also a lot of risks.

Wilmington Trust
Monday, April 24, 2023

The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this year’s forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S.

Family Office Exchange
Thursday, April 20, 2023

FOX's first study with the Rising gen captures insights from our community on their goals, challenges, and best ways to engage with them.

William Blair & Company
Thursday, April 20, 2023

Many liquidity events involving founder-owned companies face the same underlying challenge: The business owner and outside investors often have diverging perspectives on everything from debt to reliance on third-party advisors to how they think about the future.

Wednesday, April 12, 2023

The family meeting is an important element of the larger family education and communication strategy.