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5 results found
Wealth as Well-Being: Fireside Chat with Jay Hughes | 2023 FOX Family Forum
Publish Date:
Oct 23 2023

Over the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the family into the future and ensure its long-term success. The vast majority of these investments have focused on the quantitative disciplines that serve the family’s financial capital – the collective discipl...

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
Publish Date:
Jul 12 2023

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...