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.
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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.
How to Navigate the Current Political Landscape: Insider Tips for Family Principals | 2025 FOX Family Forum
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As families steer their enterprises through today’s turbulent political climate, it is critical for them to stay abreast of the latest political and regulatory developments in the US and globally. It is vital for family leaders to be able to weed out the noise and distill the most relevant developments that will impact their families, their investments, and their operating businesses.
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.
Thematic Funds Are Back. But Our Investment Theme Remains: Be Wary of Investment Themes.
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After a brief hiatus, thematic ETFs—Exchange Traded Funds, or baskets of stocks and companies focused on a narrow theme, trend, or concept—are being aggressively marketed by the investment management industry again.
CFOs Lean in on Taxes as Optimism Rises
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Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.
The Future of Legal Operations: Unlock Efficiency and Growth with Legal Managed Services
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As regulatory complexity intensifies and business operations accelerate, legal departments face mounting pressure to deliver more—with greater speed, precision, and strategic insight—while managing costs and demonstrating value. Yet many remain constrained by traditional service models that struggle to scale with these evolving demands. This gap has created perfect conditions for innovation and unlocking efficiency and growth with legal managed services, which now represents a new paradigm on how legal work gets done in an increasingly complex business environment.
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
Join FOX for an exclusive and insightful discussion regarding important insights and provide valuable information about how the expiration of TCJA, and other tax and economic legislation changes, could affect you, and your enterprise. Also learn the results of the annual 2025 Family Enterprise USA Annual family business survey. John Gugliada, Director of Family Engagement Family Enterprise USA, Policy and Taxation Group Russ Sullivan, Shareholder, Brownstein