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Simplifying Family Investment Portfolios
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A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements, and specific beneficiary needs. Yet there is also such a thing as overcomplexity, which can waste time, cause confusion, decrease potential returns, and increase risk. This paper reviews three indicators of an overly complex portfolio and discusses best practices for addressing them.

Mid-Year Market & Investment Check Up: What Family Offices Need to Know to Navigate the Remainder of 2023 | 2023 FOX Family Office and Wealth Advisor Forum
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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 future global market dynamics? Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.

Portfolio Construction: A Blueprint for Private Families
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Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations are key to successful portfolio construction for private investors and wealthy families.

FOX Partner Webcast: Investment Opportunities in India: Investors Will Find Plenty of Opportunities in the World’s Largest Democracy
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Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already understand — the potential of seeking some of that diversification in India. Please join us for a discussion with IIFL Asset Management’s CIO, Anup Maheshwari, to highlight India’s economic track record, potential for growth and low correlation with western economies.

Unpacking the Middle Market M&A Landscape | 2023 FOX Global Investment Forum
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Join a panel of leading lower and middle market M&A professionals as they cover market updates, M&A trends, and insights into the private equity and debt markets. Our panelists will explore how market conditions and global considerations are impacting private equity and what the road ahead might look like for family investors.

Asset Gatherers vs. Boutiques: It Can Pay to Be Small | 2023 FOX Global Investment Forum
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Join experts from Asset Consulting Group as they share why a small and nimble asset base allows managers to maintain their investment discipline and fully allocate to their highest conviction ideas. This session will help attendees understand how a focus on asset gathering can adversely impact a manager’s ability to add value over time, while capacity-minded firms can protect alpha potential.

Virtual Fireside Chat: The Road Ahead for Global Investing | 2023 FOX Global Investment Forum
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Join an experienced global macro investor for a fireside chat exploring the global macro investing environment at large. Understand which hedge fund strategies performed best in 2022 and further, which strategies are best poised to perform well in a period of high volatility and uncertainty, and how these strategies should be deployed within family portfolios. Joe Dowling, Global Head of Blackstone Alternative Asset Management (BAAM) Moderated by Nate Hamilton, Vice Chair, FOX

2023 Global Macroeconomic Outlook | 2023 FOX Global Investment Forum
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We kicked off the 2023 forum with Jeff Kleintop, Charles Schwab's Chief Global Investment Strategist. Jeff lead us through the ever-changing landscape of global economies, economic trends, and a cadre of other influences impacting family office investors. Explore and understand influences from inflation, global recession, and war in Europe to other key components impacting future risks and opportunities.

Examining the Impact of Fundamental Global Investment Themes | 2023 FOX Global Investment Forum
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Panelists discussed two highly relevant post-pandemic investment themes, Supply Chain and Energy. Join industry experts as they walk through the current state of these highly disrupted industries, key drivers and pitfalls impacting potential investment opportunities, and where families could find long term potential and harness these disrupted and dynamic industries.