Industry Trends


FOX Wealth Trends
Family Office Exchange
Wealth Trends is a periodic briefing on emerging trends in wealth management. Our hope is that these trends help enrich internal discussions in member organizations, as well as inform upcoming
Explore the Options: SEC Compliance and Family Offices
The question isn’t: Will your family office have to restructure to comply with the Investment Advisers Act by July 21, 2011 (or after a short extension)? The question is: How extensively will your
Special Teleconference on SEC Family Office Ruling
The SEC issued its final rule that defines family offices. The rule defines the requirements for a family office to be excluded from registration under the Investment Advisers Act of 1940. This rule
FOX Wealth Trends Including the Investment Survey Results
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
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?  How do
Hedge Funds: Alpha, Beta, and the New Investment Paradigm
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.