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.

Robert Cornish, Jr. and Beverly Gates – Baker, Donelson, Beraman Caldwell & BerkowitzMatthew Annenberg, Robert Rodman, and Pravin Banker – ABN-AmroPeter Moon – Royston Investments
Wednesday, May 21, 2008

Recently, continuing changes across global markets, in combination with a weakening dollar, have led many family offices to consider holding funds in other currencies. How smart is this strategy - and how do the best of the best manage multi-currency investing?

Family Office Exchange
Wednesday, July 1, 2009

In the wake of the recent financial crisis, many families are re-evaluating their processes for managing investment risk and are searching for new safeguards for mitigating the impact of extreme volatility.

Family Office Exchange
Monday, February 1, 2010

This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of similar size. It provides: