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Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with significant constraints imposed by law, stakeholders, media and regulators. Private investors are usually less constrained, but often fail to recognize and exploit their competit...

Today’s families of wealth are increasingly focused on aligning their dollars with their values. The question often is, “Why not deploy our capital to achieve financial return and social/environmental good?” Some view this as abandoning traditional investing. In truth, it’s an evolution of ideals that always have been part of many families’ investm...

Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.

FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2020 FOX Foresight is presented in 7 chapters: Changes in the Famil...

FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2021 FOX Foresight is presented in 7 chapters: Resiliency in Times...

There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy education with children and teens will be more successful when you make the activity fun, connected to their life stage and related to current interests. This includes gamifying learn...

Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning...

Investing in direct opportunities has become increasingly mainstream, and the evolution of family portfolios over the past 30 years supports that. While direct investing is not new, well-funded and focused competitors are increasingly changing the investing landscape. Families entering into direct opportunities can encounter unfamiliar and even uns...

FROM “POLYCRISIS” to “POLYOPPORTUNITIES”: In October 2022, in an article in the Financial Times 1, historian Adam Toze brought back into popular use the term “polycrisis” to describe the situation the world was in, with several crises building each other to create an intertwined web of complex disruptions. The developments in mid-March 2023 arou...

Mexico is at a pivotal point in the evolution of its energy markets. In the last few years it has passed reforms to liberalize its oil, gas, and electricity markets with the intent of attracting private investment to build out its energy infrastructure. Driven primarily by increased demand in the electricity sector, Mexico’s natural gas market has ...

Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approaches to building investment portfolios.

Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the current climate’s effect on direct and economic drivers? Do you have different forecasting scenarios to navigate out of the uncertainty? The following will help surface key ins...

Whether the sale of your artwork is a remote contingency or it is an immediate need, planning for it will help you and your fiduciaries anticipate the possible risks and opportunities that lie ahead. This guide leads you through the steps and takes you to the opportunities that exist when artwork, and the associated intellectual property ...

Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone. The flexibility of a custom passive separately managed account (SMA) can beat an ETF in terms of tax efficiency in...

For young adults learning to achieve their financial goals, it's essential to know where their money is going. This is why having a budget is important. And what's even more important is to find a budget that matches your personality. From the first video, it will help you discover the different types of budgets available to fit your personal budge...