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Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

FOX has identified the cultivation of Human Capital as a key element of multi-generational success for business-owning families and other Family Offices that are focused on continuity, succession, and continual growth of family assets. The Frisbie Group in Palm Beach was originally founded by three brothers investing in a single rental property in ...

For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs an...

Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strength...

As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and fut...

Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. Hilary Leav, Director, Insights & Research, FOX David Toth, President, Membership, FOX

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

Welcome to the 2022 FOX Global Investment Forum. Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...

Get a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will ...

Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the major challenges and risks of the world. Understand how decision-makers across the industry can find opportunity amid today’s global chall...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threat...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Brent White discussed proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. See war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline ...