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3 results found
The Family Office Investment Process | 2023 FOX Global Investment Forum
Publish Date:
Mar 21 2023

Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledg...

Helping Families Navigate Business Transitions | 2022 FOX Wealth Advisor Forum
Publish Date:
May 18 2022

Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and m...