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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
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
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
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
Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients. In this webinar, listen to the FOX
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.
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
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
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
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 -