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Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating co...

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be cov...

Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already understand — the potential of seeking some of that diversification in India. Please join us for a discussion with IIFL Asset Management’s CIO,...

Generative artificial intelligence (AI) is a rapidly evolving field that has the potential to revolutionize many industries. This powerful technology uses deep learning algorithms to create new and original content, ranging from text and images to music and 3D models. As a result, generative AI has garnered the attention of investors looking to cap...

The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes indispensable in driving cost efficiency, productivity, security, and superior user experiences at scale. Now more than ever, it is important to understand the ...

A well-intentioned and deliberate approach to adjusting public equity market structure through regulation can result in positive outcomes for investors, but that approach isn’t always what drives change in global equity markets. The media, investor advocacy groups, and legislators often intervene to influence the trajectory, and the outcome can be ...

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at FOX, and Jonathan Tunner, the Director of Private Investment Opportunities at FOX, will share the key themes that emerged from this year’s annual Global I...

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.

Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets...

Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra-high-net-worth community. This session will cover critical topics such as estate planning, trust administration, gifts and charitable giving, international...

FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX&nbs...