Industry Trends

FOX is uniquely positioned to not only gather a full range of perspectives from private investors, family office executives and other wealth advisors, but also to quickly identify issues and bring trends to the surface. We know what owners bought and what they thought, where the private wealth industry stands and where it’s headed.

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Opportunity Zone Benefits; Nuts and Bolts; and Loose or Missing Screws
Leigh Griffith and Shane Morris, Waller Lansden Dortch & Davis
The Tax Cuts and Jobs Act of 2017 created a new tax incentive, the Qualified Opportunity Fund (QOF), designed to encourage long-term investment in low income communities. The QOF has 
2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and
Cannabis Investing: Rationally Capitalizing on This Unique Opportunity
Poseidon Asset Management
Cannabis and industrial hemp are projected to be large disruptors across many industries that include agriculture, construction, energy, textiles, and law. The industry is also moving at an
2019 FOX Foresight – Forging a Direct Investment Path
Family Office Exchange
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they
Private Wealth Investment Policy Statements: A Roadmap for Uncertain Times
NEPC
Emotions and behaviors can derail a sound investment approach, especially during periods of volatility. That is why it is important to have an investment statement policy (IPS), a document outlining
Strategy Report: What Could Go Right?
Abbot Downing
The year 2018 ended on a far different note than it started, with the economy stronger and markets weaker than most had projected at the outset. More perplexingly, underlying economic fundamentals
QOZ Funds: An Alternative for Section 1031 Investors
Cresset Wealth Advisors
Investors who utilize Section 1031 (aka “Like-Kind”) Exchanges for the tax benefits they provide should consider a new option for sheltering real estate capital gains: Qualified
Family Philanthropy: Finding Your Path as a Donor
Abbot Downing
Doug Balfour, author of Doing Good Great: An Insider’s Guide to Getting the Most Out of Your Philanthropic Journey, and Pat Armstrong of the Abbot Downing Institute for Family Culture discuss
2019 FOX Foresight – What's on the Minds of Members
Family Office Exchange
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts
2019 U.S. Family Business Survey: Creating Stronger Foundations for the Future
PwC Private Company Services
The results of the U.S. Family Business Survey findings brought out the importance of being prepared to compete in a far more digital economy. Family businesses have built up trust among loyal