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Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

This session with the Salgar Family will provide background on the transitions underway in their family and how they used the Family Charter / Constitution to reaffirm the family values, align their goals, and organize their governance process. As part of the move from the first generation to the leadership of Gen 2-3, the family outlined the key c...

As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and fut...

Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away wi...

Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. Hilary Leav, Director, Insights & Research, FOX David Toth, President, Membership, FOX

From risk management to objective perspectives to succession planning, boards are a crucial component to help the family business achieve longevity. Boards serve as a mechanism to clarify the mandates of the family and provide continuity and formal guidance to future generations. During this session, experts will share easy-to-implement governance ...

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...

Welcome to the 2022 FOX Global Investment Forum. Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...

When it comes to reaching your family’s financial objectives and perpetuating its wealth, integrated family wealth planning is critical. A family governance system can significantly facilitate that process. This evergreen guide offers best practices and key elements of an effective family governance system, one that can be instrumental and flexible...

The pool of potential investors for private offerings has widened under the Securities and Exchange Commission’s new definition of “accredited investor” in Rule 215 and Rule 501(a). Accredited investors—considered to be sufficiently sophisticated and risk tolerant—are permitted to participate in certain private offerin...

As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several factors, including the desire for increased control, better alignment of interests, reduced fees and expenses, and higher returns. While the appeal of di...

As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...

For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments—arguably none more so than the potential of sensitive information leaking. This primer helps business owners understand how to avoid leaks, how t...