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This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset allocation and investment performance, passive versus active investing in long-only equity, 2017 investment trends, benchmarking a multi-asset portfolio, current economic outlook, inves...

FOX Foresight keeps FOX members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors. FOX Foresight is presented in 8 chapters: Trend...

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment te...

How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an enormous transfer of wealth, monetization of private businesses, and a new workforce that will define the future.By pairing findings from the 2018 FOX Mu...

This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction...

In this 2019 edition of FOX Foresight, we review how business owners need to shift shift to an enterprise mindset, and how family offices seek to redefine their role, and as a new generation of family members prepares for leadership in a time of great transformation. FOX Foresight is presented in 7 chapters: Managing Family Enterprises in a...

In this 2019 Foresight article, we explore how family enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. We review a wide range of general and specific strategies to mitigate systemic risks.

Once a family recognizes they own and manage a complex range of endeavors, the family leaders need to look strategically across the enterprise at where opportunities and risks exist. They should then assess where the opportunities and risks exist and how to allocate capital to the best alternatives. This article identifies the most common risk fact...

Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day. Join Pat Soldano, Family Enterprise...

Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prep...

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...

Hiring successfully for a Family Office is not an easy task, not when there are unique issues and challenges. However, from experience and conducting a full review into single Family Office recruitment covering the varied range of Family Office activities, this strategic guide with examples identifies the critical aspects of the hiring process—incl...

The U.S. economy’s coming decade will be shaped by a tug-of-war between artificial intelligence (AI) and demographics-driven deficits. The victor—and its margin of victory—will determine whether economic growth exceeds its disappointing pace since the global financial crisis of 2007-2009. By focusing on four key variables and assigning probabilitie...

Despite cybersecurity being noted as a top priority according to PwC’s 2024 Global Digital Trust Insights survey of 3,876 business and tech executives at the largest global companies, the actual progress on improving security is sluggish, even stagnant. By making one or two bold moves to put security at the epicenter of innovation, the top companie...

Looking at the economic outlook for the U.S. and across the rest of the globe, Doug McHoney and Alexis Crow at PwC discuss the recession outlook and economic activity of some significant economies, the impact of inflation, central bank policy, including interest rates, commercial real estate and financial stability, currencies and the future of the...