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.
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking ahead, respondents listed emerging markets, private equity and non-core credit strategies as the top three investment opportunities for 2013.
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios. This timely information has been culled from several FOX sources including our most recent annual investment benchmarking results.
Mark Brown – Lowenhaput Global AdvisorsBarry Morris – Deutsche Bank
Wednesday, February 13, 2013
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets. Listen into this webinar to hear the current landscape affecting custodians and family offices.
Jeff Cook, President and CEO – Policy and Taxation GroupLisa Whitcomb – Glenmede
Tuesday, January 22, 2013
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenme
FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The survey captured data from 32 offices.
Bill Monaghan – CTC Consulting, Dan Tarlas – Asset Consulting Group
Wednesday, May 9, 2012
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and considering changes that reflect the long term vision of the family.
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.
Anna Nichols, David Lincoln, and Lisa Ottum – Family Office Exchange
Wednesday, June 8, 2011
Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients.
In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry.
David Puchi – Baceline Investments, LLCBrian Levitt – Carbon Energy Advisors
Wednesday, September 8, 2010
Many wealth owning families own extensive property as a significant portion of their portfolio and are looking for ways to balance the need for investment returns with environmental responsibility and leadership.
