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Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

This session will address how to make family capital and family investment teams competitive with outside investment enterprises. Sean Mooney, Founder and CEO, BluWave Moderated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX

Statistics show that teenagers are more likely than any other age group to be in an automobile accident. In several tragic incidents, the use of a cell phone was involved. Some accidents, however, simply reflected the teenagers’ lack of driving experience. As a parent, you can help your teenager become a safe and skilled driver by setting a good ex...

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 ...

Vulnerability and personal security risks can be greatly reduced by following five basic principles of security at all times—awareness, low profile, unpredictable routine, communication, and layers of security. Based on those principles, these guidelines are designed to give practical advice on safety and security to anybody who is living in or tra...

Lawsuit awards can be incredibly high, and individuals known to have substantial assets are particularly vulnerable. In some cases, the high-stake lawsuits can cause devastating reputational damage. Given the risks and exposure, the need for holistic liability protection is an important issue. Learn the different types of liability i...

Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly aggressive regulatory enforcement, how should they drive change in information governance to achieve operational efficiencies and guard against data breac...

In a rapidly evolving virtual world, many family offices are revising or creating document retention practices to make sure they have secure access to critical personnel and family financial records. Through a series of FAQs and a checklist of what documents to retain, you can ensure that you have an up-to-date document retention policy as part of ...

Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help keep your devices and data safe when you browse online.

Potential drains on business efficiency include groups of remote workers unable to communicate well with one another, tools that make it hard to adapt to changes or new needs, and the high cost of equipment and IT personnel. Integrating cloud-based solutions address these areas, including better workflow and collaboration and document management. I...

As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles. To meet the inevitable dealmaking challenges (and opportunities), there are 5 PE trends to keep in mind: (1) the ramifications of the U.S. presiden...

The closures of Silvergate, Signature, and Silicon Valley Banks may have shaken the private equity marketplace, but that doesn't mean private markets aren't still attractive opportunities for investors who understand the risks involved. Here are a few considerations for family offices and high-net-worth investors to keep in mind as they partner wit...

This series of short, educational videos provides an overview of the core elements of investing and some of the asset classes most commonly used in portfolio construction. Download the full presentation deck and explore the educational modules on the topics of interest that include: Setting an Investment Policy and Principles of Portfolio Cons...

Private equity faces a crossroads. Looking at a challenging economy, the industry plans to turn its attention inward to current portfolio companies. From this 2023 BDO Private Capital Survey Report, learn where the private equity industry plans to invest capital and create value; how larger and smaller funds are deploying capital differently; ...

President Joe Biden’s executive order targeting U.S. investments in certain industries in China has raised questions about its impact on global markets and investment portfolios. In examining its potential effects, NEPC’s Senior Investment Director, Jennifer Appel, shares her insights on what the executive order means for investors. She also provid...