Search Results

We are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into what these family enterprises are doing right now around investments.While the survey is focused on the end of 2019, it includes the notable effects of Covid-19, as not surprising...

First we had computers, then we had mobile phones, and then the cloud. Now we have AI. Artificial Intelligence. AI has been around for 30 years, but is currently growing rapid fire. Rudina Seseri, Founder and Managing Partner for Glasswing Ventures, explains the power of this booming technology.By definition AI is machine intelligence that uses an ...

We all know the fundamental rule of investing is diversification. The more money that goes into any one area of a portfolio, generally the lower the returns. Diversification is especially critical in this Covid-19 era. Now more than ever families are looking for investments that can help them achieve the ideal asset allocation. Uncorrelated investm...

While Coronavirus looms large in the second half of 2020, it can feel like anyone’s guess as to the future of our economy. This pandemic crisis is like no other, so it seems like a losers game to make predictions. However, Jeff Brown, Founder and Managing Partner at Political Economy, LLC, believes we can indeed endure this Covid-19 rollercoaster b...

What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing social and environmental challenges.Impact investing uses a range of approaches that vary based by personal goals. Some investors look at their current profile and make adjustments, while o...

Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-Founder and Chairman of TWIN Global, asserts that the Covid-19 pandemic is such a time, when so much around us is changing, innovation is booming, and the future is top of mind.According to ...

The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares foundational facts about money, and answers questions around the cryptocurrency ecosystem.The U.S. debt has quintupled in the last 20 years, with no real plan to pay it off. Neither party in c...

There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that vertical investing is simply another way to look at venture investing, by approaching it with a sector focus, or a vertical focus.We often see vertical investing broken down in...

Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single and multi-family offices and financial services institutions across 24 countries.Padman Perumal, CEO of Masttro Americas, asserts that the wealth management industry has evolved...

New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares insights around innovation and technology as relevant to the family office.Boumgarden believes that we cannot separate technology and innovation from human dynamics. As we embrace ne...

SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of experience in serving family offices, SEI has over 220 clients and $365 billion in assets on the SEI platform. They serve eight of the 15 wealthiest American families and 10 global priv...

During the Covid-19 pandemic, it’s especially helpful to understand decisions that our peers are making around technology within the family office space. In that spirit, FOX provides this informative and insightful feedback from the attendee survey at our recent Technology Showcase.Here’s what respondents had to say:What technology projects did you...

As an entrepreneur or small business owner first starting out, you may have the desire to make philanthropy a core principle of your business but feel you have to put that desire on hold until you earn more money.But Vern Mangels believes you should not give in to that feeling. “You have to start with the intention that you are giving back from dol...

The acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and corporate governance disciplines as criteria, seeking to achieve both competitive financial return and positive social impact.ESG is part of the socially responsible investing (SRI) spectrum, and it i...

For the past several years, I have had the honor and pleasure of Co-Chairing the FOX Senior Management Council with Mariann Mihailidis at FOX. This council is a wonderful group of 25 senior family office leaders of multi-generational family enterprises who meet twice a year for a couple of days. My involvement in this council came in response to th...