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.
The closures of Silvergate, Signature, and Silicon Valley Banks may have shaken the private equity marketplace, but that doesn't mean private markets aren't still attractive opportunities for investors who understand the risks involved.
In this uncertain environment, it is critical for investors to know what they own, have a strategy within their portfolio, and are diversified in their holdings. Most importantly, they should take advantage of the income that is there right now.
In 2022 Dr. Jamie Weiner published The Quest for Legitimacy: How Children of Prominent Families Find Their Place in the World, a collection of qualitative research modeling rites of passage, pathways to individuation, creating trusted partnerships, and addressing family dynamics.
Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already understand — the potential of seeking some of that diversification in India.
While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets.
Three years since the inception of the COVID pandemic, market adaptation remains a work in process. Inflation and monetary policy drive daily volatility, but additional risks could arise. Despite volatility, major indices have experienced gains that are consistent with longer-term trends.
In 2022, FOX and Fondazione AIS conducted a research study on technology in family offices. This report details findings on technology usage and needs for the family office.
Given the distress in the financial system and high-profile bank failures, many emerging companies may be asking themselves: “Why am I holding so much cash?” The Investment Company Act of 1940 may be to blame.
With the Silicon Valley Bank (SVB) collapse marking another bank failure, it has triggered questions regarding the various considerations and options for holding short-term funds.
