Private Investors
When families reach the point where there is a large enough accumulation of wealth that requires serious management, they often turn to FOX.
Wealth may have come from the recent sale of a business, an inheritance, successful investing, or a lifetime of achievement.
They realize that the management of the money has to be a primary focus for someone—either the owner of the wealth or someone they hire.
They realize they have more money than they will spend in a lifetime and need to do some important goal setting, some serious estate and tax planning, and fundamental philanthropic planning.
They need a plan for future management of the money; informing the next generation about the wealth and the impact on lifestyle, values, and motivation. They need to being educating them about how to manage the money themselves or how to select and manage advisors.
Many members come to FOX to find a group of peers who understand what they are dealing with—who can appreciate the issues, share experiences, and get pointers on approaches, advisors, and structures.
FOX provides insights on best practices to make the task more efficient and the approach more sure-footed.
FOX educates, connects, facilitates, and provides guidance.
Finally, many families come to FOX to determine the right approach for them—creating their own single family office, running a virtual office they head themselves, or totally outsourcing management through an MFO or other integrated wealth advisor.
FOX has developed several Toolkits that can be of value to this group.
Please review the content in the Knowledge Center to see what we have that is of interest. Browse upcoming Learning Events that would be of interest, including workshops, that are open to non-members, to see what fits you.