In our first two quarterly write-ups this year, we explored on two familiar forms of family capital. Miguel López de Silanes Gómez addressed areas of focus for the financial capital of family enterprises in our Q1 Summary entitled From “Polycrisis” to “Polyopportunities”: Investment Highlights from FOX Members.
Fox Research
FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023. Please note that the 2023 FOX Global Investment Survey data pertains to investment activities and performance during calendar year 2022.
As we move into a wealth 3.0 era, advisors will continue to navigate new and changing client needs. FOX’s annual Multi-Family Office and Wealth Advisor study provides insights into this changing world. Please enjoy a few sneak peek pages from the upcoming report, and make sure to register for the upcoming webcast as well.
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.
For the second quarter, we turn our attention to the topic of human capital and the level of attention it is receiving among our members, and across the industry at large. You may recall during our January 18 webcast on “The Rise of Human Capital” we stated that the “New Era of Family Wealth” has arrived.
The dramatic growth of the family office industry in the 1980s was sparked by new liquidity running through hundreds of business-owning families. In an effort to preserve and expand their wealth, they needed a professional financial office so they could focus on broadening their business endeavors or living unencumbered lives.
FOX's first study with the Rising gen captures insights from our community on their goals, challenges, and best ways to engage with them.Designed to share insights of rising gen to their families and family offices, this short insight brief also provides tangible steps families and rising gen can take to address study findings.
In 2022, FOX and Fondazione AIS conducted a research study on technology in family offices. This report details findings on technology usage and needs for the family office.
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. 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.2023 FOX Foresight is presented in 8 chapters:
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. 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.2023 FOX Foresight is presented in 8 chapters: