Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combination of both philanthropy and impact investing.
Investment Management
Resource Search
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes.
ESG Considerations in Frontier Markets
Publish Date
ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. For the transcript of this video, select the Download option.
Frontier Markets Debt: Underowned and Undercovered
Publish Date
Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential. For the transcript of this video, select the Download option.
Navigating the Complexities of Newfound Fortunes
Publish Date
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common needs. In this piece, we look at what those needs are and how they might be addressed when creating a comprehensive financial plan.
Seven Lessons for Private Investors
Publish Date
Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from others. They offer some of the lessons learned, including the advantages and challenges that family investors face.
Private Investors, Carpe Diem!
Publish Date
Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with significant constraints imposed by law, stakeholders, media and regulators. Private investors are usually less constrained, but often fail to recognize and exploit their competitive advantages. The advantages should be seized upon; fortune favors the bold.
The objective of this session is to uncover if your family office’s accounting, investment performance and tax compliance systems are meeting your needs. We will explore opportunities to automate repetitive manual tasks, manage data, store documents efficiently and securely, confidently budget for investments in new technologies, and more. Mike Johnson, Partner, RSM Tony Wood, Family Office Leader, Principal, RSM This session also includes the Technology Showcase Snapshot: Masttro.
Real Estate Direct Investment in the Family Office
Publish Date
Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.
2022 Global Investment Survey Highlights
Publish Date
One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.