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.
As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically.
Thank goodness the U.S. election is over so we can all stop slinging arrows at each other and get on with our lives for at least the next 18 months. America is divided, where roughly half the voters wanted him and the other half wanted her. America got him.
Charles B. Grace III, Managing Director – Family Office Exchange
Wednesday, December 7, 2016
Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS?
Danielle Chylinski, Assistant Family Office Manager, KFT Capital and Product Manager – Empire SoftwareEdouard Thijssen, Co-founder and CEO – Trusted FamilySteven Draper, Senior Consultant – Family Office Exchange
Wednesday, November 30, 2016
A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world?
Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.
