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Critical to the work of FOX’s Knowledge Center is identifying the global trends and issues that have immediate and future impact on families of wealth. As such, FOX is pleased to share the ten trends emerging in the family wealth industry and the anticipated interdisciplinary service necessary to meet and exceed the needs of client families. As par...

Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that...

Wealth owner and family office investment performance bounced back in 2012. So how are these investors feeling about the economy and planning for 2013? FOX will dig into the results of two recent investment surveys to provide a look at both ends of the market - self-directed wealth owners with less than $100M investable and families with family off...

It has been said that that business leaders frequently overestimate the impact of change in the short term and underestimate the impact of change in the long term. Many advisors are aware of the shifts in servicing required by the millennial next generation of wealth owners. This session challenges attendees to think about the 10-year impact of the...

What are the leadership attributes and behaviors that wealth owners need to embody in order to promote long-term wealth sustainability and family continuity in 21st century? How do they differ, if at all, from the past? Karen Neal, FOX Managing Director of Consulting, will facilitate a dialogue, drawing on a family example presented by 4th ge...

David Friedman, President of WealthX, will share his firm's research on the private business marketplace, identifying its size and ownership by industry type. David will compare US ownership trends with patterns found in other parts of the world and how transfer taxes impact business structures. He will help us evaluate the importance o...

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

Several mega-trends point to significant growth in the energy sector. These include the development of unconventional reservoirs; the increasing service intensity of finding, developing and producing oil and gas; the exploration and development of ultra-deep water and other frontier areas; and the monetization of stranded gas resources worldwide.

Senior investment professionals look beyond the near term and develop five-year forecasts for economic activity and financial market instruments, including fixed income, equities, real assets and alternatives. Their work can serve as a guide to risks and thematic developments that bear watching by investors.

As the balance of growth shifts from developed to developing nations, the world clamors for natural resources. Land capable of satisfying that demand can help investors reduce portfolio volatility and protect principal while providing steady income or appreciation as well as a hedge against inflation.

While high yield spreads are likely to remain volatile until Europe's problems are resolved, the purge of high leveraged credits during 2008 and 2009, coupled with a lack of aggressive re-leveraging of balance sheets thereafter, should limit the severity of the next default wave absent a severe recession or systemic bank failure in Europe.

While things may very well turn out well for risky assets in the coming months, the possibility of a messy European outcome or for further political and economic turmoil in the U.S. is significant and cannot be ignored. Emerging economies, while not immune to the travails of Europe, Japan and the U.S., remain resilient and their stock markets offer...

The lack of emphasis on jobs has caused unemployment to remain high and become increasingly structural. Structural unemployment typically lasts longer and, as workers lose basic skills, becomes less susceptible to monetary and fiscal measures. That, unfortunately, is where the nation finds itself.

Recent moves by the Fed are more symptomatic of the economic malaise and not the cause. As a result, their effect on the markets is fairly unimportant. The equity markets are weak not because of low rates but because of the characterization by the Fed and many market prognosticators that the economy is so much weaker than expected.