Networks - Direct Investing

Overview

Overview

Overview

Overview

Overview

FOX Hot Topic Webinar: Opportunity Zones

Marla Miller, CPA, MBA, J.D., LL.M., Managing Director, Tax Services – BDO USA, LLP
Wednesday, November 28, 2018

Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth.

Overview

The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct approach to their investing in the midst of market uncertainty.

ESG, SRI, and Impact Investing: A Primer for Decision-Making

Vanguard
Tuesday, September 4, 2018

Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion.

Entrepreneurialism Through Trusts: Including Direct Investments in Trust Structures

Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust
Wednesday, July 25, 2018

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.