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.
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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.
Systems Thinking for Impact Investing Playbook
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This Playbook offers a flexible and practical set of tools to help investors and their advisors apply systems thinking to impact investing strategy, implementation, and measurement. Building on the Primer, it presents a curated collection of tools—diagnostics, worksheets, and planning materials—that can be used independently or in combination.
Ten Minute Interview: Program-Related Investments
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For the family foundations and investors interested in exploring the option of program-related investments (PRI), this interview with Brian Lucareli, Michael Calabrese, and Emmaline Jurgena at Foley & Lardner provides an overview on the investment option that allows a private foundation to invest for charitable purposes rather than making a typical charitable grant. They also discuss the PRI’s purpose for charitable organizations, the necessary IRS documentation, and how PRI compares to traditional investments.
At a time when optimism for growth has been on the rise, artificial intelligence (AI) and emerging technologies are high on the private investment priorities. Taking a closer look, this KPMG report explores the evolving landscape of private company investments, highlighting drivers such as financial performance, technological advancements, and rigorous governance practices.
With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. We will revisit our 2025 themes: Fragility, Durability, and the Age of Alpha through the lens of current market conditions and explore what we believe matters most to Family Office investors in the second act of the year. Bradford Long, Partner, Chief Investment Officer, Fiducient Advisors Adam Newell, Partner, Senior Wealth Consultant to Private Clients & Family Offices Fiducient Advisors
Investment Migration Trends & Offshore Investments | 2025 FOX Family Office and Wealth Advisor Forum
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With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent. Basil Mohr-Elzeki, Managing Partner, Henley & Partners Hans Juerg Raez, Executive Director, Vontobel
Non-U.S. Investing in a Fragmenting World
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Looking at the data and macro trends, the quantitative insights suggest the conditions underpinning more than a decade of non-U.S. equity underperformance may be starting to shift. The three drivers behind it are (1) tariffs are weighing on U.S. household income and may curb consumption; (2) fiscal and economic policy abroad is becoming more proactive; and (3) macro conditions are reshaping relative growth prospects. As growth differentials narrow, there are compelling valuations—and potential capital flows—outside the United States.
Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations are key to successful portfolio construction for private investors and wealthy families.