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Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite these challenges, inflation is subsiding, consumer spending is stable, and the labor market remains strong. In light of the market turbulence, investors are reacting to any news, positive or negative, in search of clarity about ...

Choosing a trustee is a major decision—one that may impact you and your family in many ways for generations to come. Essentially, when you establish a trust for the benefit of others, you are handing down your values through the terms of the trust and your contributed financial assets. And with an increasing number of trusts lasting for multiple ge...

For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family’s circumstance, this sample investment committee charter serves as a strong foundation for short- and long-term investment success.

At Family Office Exchange (FOX), we have seen significant growth of interest in—and execution of—direct investments in operating businesses and real estate by FOX member families. In a 2018 FOX survey, more than 80% of respondents reported that they allocate capital directly to investments, bypassing external management, in order to get exposure on...

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 teams,...

The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.This report highlights investor profiles for the 98 m...

No matter your role – whether you’re a family business leader, family office executive, family member – how are you preparing your family for significant wealth transfer or liquidation events? Said differently, how can you make inheriting wealth less like being hit by a comet?

Your fellow FOX members have contributed these death and estate settlement tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, pleas...

Your fellow FOX members have contributed these investment planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will be of interest to o...

Your fellow FOX members have contributed these advisor evaluation and selection process tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other fa...

Your fellow FOX members have contributed these trust administration tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.

Your fellow FOX members have contributed these real estate and property management planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think...

One of the greatest direct investing struggles is how to manage deal flow once opportunities start to come in. It sounds simple enough, but it is quite actually complex – in ways that might surprise you. Mainly, once word gets out you’re looking to invest, you’ll be inundated with opportunities. So before you work with your network to surface deals...

Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from others. They offer some of the lessons learned, including the advantages and challenges that family investors face.

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...