The world’s water problems are not new, but they are becoming more urgent with every passing year—exacerbated by population growth and climate change. As global water scarcity intensifies along with other related challenges, the need for innovative solutions will only continue to grow.
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Nonprofit and foundation boards have a fiduciary duty to monitor investments and take action, when necessary, to protect the financial viability of the organization. Having, abiding by, and regularly evaluating the Investment Policy Statement (IPS) is considered a best practice and is integral to the strategic management of assets. Essentially, an IPS is a roadmap for investing the nonprofit's financial assets in stocks, bonds, ETFs, mutual funds, or other financial investments.
2025 FOX Private Family Capital Investment Public Research Brief: Building Value Amid Uncertainty
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The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking performance and inform decision making. It goes beyond traditional family office investment strategies by introducing the Enterprise Capital approach, capturing how family offices actually approach wealth creation and preservation.
Foreign Countries of Concern and the States
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A growing number of states, including Florida and Texas, have enacted laws limiting the rights of persons associated with countries of concern in areas such as purchase and ownership of real property, travel, data handling and storage, and donations. Focusing on a key case, alongside other case law bearing on limitations on persons from foreign countries of concern, there’s a clear need for affected businesses and investors to stay vigilant regarding compliance with both state and federal regulations.
Owning the AI Future: Capital Allocation & Cultural Reinvention | 2025 FOX Family Forum
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AI is obviously a massive secular trend. Perhaps the greatest innovation in the history of humanity. How can family office investors cut through the clutter, deconstruct what’s actually going on, and find outsized opportunities on the public and private side? Further, how can families and family office leaders create their own AI-native organization and culture, embrace practical applications to maximize efficiency, and stay abreast of this dynamic space and separate signal from noise?
Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades.
Chairman Nathan Hamilton and Board Advisor Nick Rhoads will review their findings in the recently released Private Family Capital Blueprint and talk about the recent trends of the PFC Investment Survey. They will aim to draw actionable conclusions and takeaways that challenge some of the conventional thinking of traditional investment frameworks and highlight the unique role of Private Family Capital (PFC) in the marketplace and the power of a generational mindset in an investment strategy.
The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking performance and inform decision making. This survey goes beyond traditional family office investment strategies by introducing the Enterprise Capital approach, capturing how family offices actually approach wealth creation and preservation.
Private Family Capital (“PFC”) represents one of the most formidable forces shaping the global economic, social, and intellectual landscape. As PFC continues to be recognized as a distinct form of Capital—separate from its institutional counterparts—its influence and impact appear poised to grow. This executive summary outlines how PFC Investors can better position themselves to generate enhanced outcomes.
Systems Thinking for Impact Investing Primer
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Introduces why and how systems thinking can reshape impact investing strategy and practice. It outlines six key shifts—ranging from valuing broader perspectives and reimagining capital deployment to enhancing measurement for systematic impact—and offers practical strategies and real-world examples from organizations already applying these approaches.