FOX is uniquely positioned to not only gather a full range of perspectives from private investors, family office executives and other wealth advisors, but also to quickly identify issues and bring trends to the surface. We know what owners bought and what they thought, where the private wealth industry stands and where it’s headed.
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this year, FOX Insights is an excellent choice.
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 but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.
This report is an overview of the 2011 Family Office Exchange Global BenchmarkingTM Survey.
Wealth Trends is a periodic briefing on emerging trends in wealth management.
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.
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 w
Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients.
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?
There is currently no content classified with this term.