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4 results found
The Family Office Investment Process | 2023 FOX Global Investment Forum
Publish Date:
Mar 21 2023

Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledg...

Exploring the Family Office Regulatory Landscape | 2022 FOX Family Office Forum
Publish Date:
Jul 12 2022

From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, priva...