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.
Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing.
In recent years the rise in prominence of smaller, typically seed stage focused venture funds has transformed the landscape of early stage investing. At the same time, mobile innovation has spawned new business models that in a short period of time can achieve great scale and reach.
The proverb “Shirtsleeves to shirtsleeves in three generations” is pervasive across many cultures. Why is this the case and how can your family be exceptional in your quest to sustain your wealth?
Erik Mosholt, CFP, Director, Chief Investment Officer – KB Financial PartnersMark Thielmann, Managing Director and Paul Zetterberg, Analyst – KB Financial Advisory Partners
Wednesday, September 28, 2016
With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.
For decades, families seeking advice on how to invest their hard-earned capital were forced to endure “beauty contests” where potential advisors attempted to demonstrate their supposedly-unique skills and/or access to information.
As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine and evaluate their ventures at each stage.
Christina Kappaz, Associate and Michael Tharp, Managing Director and Founder – Cimarron Capital Partners
Wednesday, August 17, 2016
In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations.
Prior to the Brexit vote on June 23, financial markets were relatively strong. The S&P 500 index was trading just under its all-time high and the British pound was at the highest level of the year.
There were two distinct periods during the quarter divided by sentiment and performance. The start of the year through February 11 was a “risk-off” period of negative sentiment and sharp declines across asset classes and countries.
Research shows that individuals investing directly in stocks or in mutual funds tend to have substantially lower returns than do comparable equity indices or the funds themselves.
