Resource Search

In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.

Since the rise in interest rates in 2022, public and private credit have been some of the most sought-after asset classes by Private Family Capital Investors. Hear from the founder of a rapidly growing credit fund on how he has navigated the 2020 volatility, the parallels he sees to today’s market, and what's different this time around, including what risks remain in the broader market. Scott Goodwin, Founder, Diameter

Welcome to day 1 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX

The energy and natural resources sector is at a unique inflection point as the demand for power to drive data centers and AI compute increases. Hear from experienced energy investors discuss how they invest Private Family Capital into energy and power as well as the opportunities and risks in today’s political climate. Shameek Konar, Head of Energy, Ara & Former CEO, Pilot Jack Reilley, CIO, Turtle Creek

Multigenerational families have long turned to real estate as a wealth creation and growth vehicle. These Private Family Capital Investors have gone a step further, building and growing investment platforms dedicated to real estate investing in targeted sub-asset classes. Antonio Luis Ferre Rengal, CEO, Kingbird Capital H. Scott Silverman, Founder & CEO, Agman Nate Hamilton, Chairman, FOX

Join Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab & Co., as he discusses the latest economic trends, opportunities, risks and market developments most affecting family offices and multi-generational wealth. Kevin will tackle several key topics most top of mind for private family capital including:

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.

This session will begin with an introduction to the investment migration industry and current wealth migration trends. Henley & Partners, the global leader in residence and citizenship by investment, will then outline the key differences, primary drivers, and benefits of alternative residencies and citizenships, explaining how wealthy American and international families are turning to these programs to hedge against geopolitical risk and create a plan for future generations.