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You Control Your Own Destiny: Transitioning to Living Off a Portfolio
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a
2013 FOX Investment Survey
Charlie Grace
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking  ahead, respondents listed emerging markets,
An Inside Look at Global Private Investors and Their Investment Processes
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.  This timely information has been
Considering a Change?: Insight on Bank Custody and Agreements
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.  Listen into this webinar to hear the current landscape affecting custodians
Post Fiscal Cliff Tax Changes and Climate in D.C. Teleconference
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama.  What you may not know are the implications of those changes and
Hiring Investment Consultants: Industry Trends and Best Practices
With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and
2011 Investment Survey Insights
Family Office Exchange
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy
FOX Council Member 2011 Investment Performance and 2012 Economic Outlook
Family Office Exchange
FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The survey captured data from 32
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
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.