As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically.
Thank goodness the U.S. election is over so we can all stop slinging arrows at each other and get on with our lives for at least the next 18 months. America is divided, where roughly half the voters wanted him and the other half wanted her. America got him.
Charles B. Grace III, Managing Director – Family Office Exchange
Wednesday, December 7, 2016
Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS?
This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.
The earth faces a tremendous challenge when it comes to water due to the supply and demand imbalance, the lack of substitutes, and the United Nation’s declaration that drinking water and sanitation are a human right.
Overview
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.
