Networks - Direct Investing


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.


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.

North Sky Capital
Friday, August 24, 2018

Today, investors of all sizes are utilizing their capital to do good while also doing well. A multitude of impacting investing options are available for foundations, family offices, and individual investors to align their values with their investment portfolios.

Marsh USA
Thursday, August 23, 2018

Strategic investors and private equity firms around the world turned to transactional risk insurance in record numbers in 2017 to reduce deal risk in a highly competitive mergers and acquisitions (M&A) environment.

Koley Jessen P.C.
Wednesday, August 15, 2018

Transactions for the purchase and sale of businesses are rarely all cash deals.

Monday, August 6, 2018

For private wealth clients, the consideration of tax liabilities adds another wrinkle to already complex investment decisions.

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.

Ten Characteristics of Successful Direct Investing Families

Jun 21 2018 -

body[und][0][value]),'600',TRUE,TRUE); ?> Read more »