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 Knocks?
Asset Consulting Group
Qualified Opportunity Zones (QOZ) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive are known, the rules
Possible Unintended Consequences of Passive Investing
Ian Kilcullen, Key Capital Private
Passive investing began to gain traction following the 2008 financial crisis, with the trend reflecting the view that the higher fees of active managers would exceed the excess returns that they were
Global Economic Update, Second Quarter 2019
Asset Consulting Group
Discussions between the U.S. and China regarding trade and tariff issues remain fluid. Markets are increasingly optimistic that an agreement between the two countries can help restore globalization
Ch-ch-ch Changes: 4 Signs It's Time to Rethink Your SFO
Pitcairn
The growing demand for single family offices (SFOs) is no surprise for family office executives who have helped wealthy families grow and evolve as new generations enter the fold. Yet for families,
Family Banks: Personal Commitment, Accountability and Multi-Generational Mentoring
Jennie Cherry and Miles Padgett, Kozusko Harris Duncan
Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus of the family’s largess from their children to a broader group of individuals, such as
Baron Insight: The Impact of Millennials on the Consumer Discretionary Sector
David Baron, Ashim Mehra, and Eric Guzman, Baron Capital
There is a lot to like in the Consumer Discretionary sector, particularly for investors in search of companies with significant growth opportunities and sustainable competitive advantages. With
An Introduction to Private Markets: Understanding the Basics
Ryan Cotton, BMO Family Office
Private markets investments remain poised to play an increasingly important role in the portfolios of individual and family investors seeking the compelling long-term outperformance and
Individual Director’s Liability: Protecting Personal Assets from Professional Liabilities
Seth Spreadbury, Marsh & McLennan Agency
There are many reasons to accept a position on a board of directors or as an officer of a company. The cause may appeal to you or you may see it as a way to give back to the community. By accepting a
Direct Investing (Part 2): What do the Numbers Say?
NEPC
There is not a lot of data to call upon to glean the performance of direct private investments; however, based on a large, robust study focused on institutional investors, family offices should know
International Small Cap: Hiding in Plain Sight
Andrew Hacker, Ballentine Partners
Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. However, investors have