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It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...

Families of wealth and business-owning families face security risks in their everyday lives, where personal and business risks are often blended and are typically managed by different people and processes. This creates a gap in identifying risks and solutions that can be addressed through a holistic and collaborative risk management approach. With ...

A volunteer position with a nonprofit organization can be an incredibly rewarding experience—both for the volunteer and for the organization. But the path to key leadership roles with such organizations can be tricky to navigate. While the process inevitably will vary from organization to organization, there are a few things that can help with maki...

The revolution of the “information age” has created tremendous advantages and helped accelerate innovation, but it has also brought with it new risks—namely cyber attacks. While the corporate attacks get most of the media attention, do not forget that individuals—especially the high net worth—need to be vigilant about cyber security. The good news ...

Adding dual factor authentication to your social media helps make sure that you, and only you, can access your account. Instead of only entering a password to log in, an extra security key will be required to access your account. Step by step, learn how easy it is to configure for your Facebook, Instagram, LinkedIn, SnapChat, WhatsApp, and Twitter ...

Contrary to conventional “wisdom,” decisions regarding manager selection can impact performance as much as or more than decisions regarding asset allocation. Success in this manner involves the ability to identify and access managers who are often not available in common formats, such as mutual funds and most open-architecture investment platforms.

Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain focused on key ...

Investment broker and manager fees are not always aligned with the value they provide. Given low prospective returns, fee awareness is more important than ever if investors are going to meet their investment objectives. Investors can use a simple, objective framework to determine if a manager’s fee is worth the value they add.

Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic. Ultimately, the effective investors employ a risk management framework that accounts for potential risk at every stage of the investment proce...

While there’s been progress in the number of women in senior positions, this year's research shows it is concerningly slow. At the current rate, it will take another 132 years to close the global gender gap. There’s a need for urgency and to be intentional in the ‘push for parity.’ In this report, we show the benefits and progress of women in senio...

Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing. Curated Resources For members of...

The data from this year’s research by Grant Thornton indicates that the progress achieved so far on women in senior management is fragile. There has been a dramatic decrease in the percentage of female CEOs, including a 15pp drop in CEOs who are women in the United States, a 14pp drop in China, and an 8pp drop in the UK between 2023 and 2024. Witho...

From one family office to another, the ‘top spot’ or Family Office Leader will go by different titles that include Head of Family Office, Managing Director, and Chief Executive Officer. And while the position will never be the same with professionals adjusting to the Family Office it serves, there are ideal competencies, qualities, and even qualifi...

Safety risk assessments are becoming a preferred regulatory tool around the world. Online safety laws in Australia, Ireland, the United Kingdom, and the United States will require a range of providers to evaluate the safety and user-generated content risks associated with their online services. While the specific assessment requirements vary across...

The prominent role of passive strategies in the investment management industry raises the question of how to best utilize active and passive in portfolios. As the research shows in this paper, there are advantages with an investment strategy that combines both active and passive management in the portfolio construction process, while recognizing th...