Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.

Enterprise Families

Many successful business families evolve over time to become enterprise families who embrace a long-term vision for their future together. Enterprising families see the connections between the entities they steward – the businesses, the investment capital, the philanthropic capital, and the recreational capital they own.

Family Office Executives

A family office is a unique family business that is created to manage the investing, tax, estate planning, and cash flow requirements of a family while promoting and preserving the identity and values of the family.

Trusted Advisors

The FOX Trusted Advisor Center is designed to assist advisory firms in deepening their understanding of the ultra-wealth market, provide insights that sharpen their business strategies, and assist with executing those strategies and developing a network of like-minded, successful executives.