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Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

Whether it’s a conversation about money, the role of the beneficiary, what it means to be wealthy, or clarifying values and purpose, families often delay important discussions with kids out of fear, or the rationale they are not ready. Like so many things in life, helping children develop readiness is how we prepare them for the future. With early ...

Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strength...

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...

Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey. Hilary Leav, Director, Insights & Research, FOX David Toth, President, Membership, FOX

Technology providers need to facilitate access to all Investment data. Sitting at the confluence of a multitude data providers your technology solutions need to have the capacity to manage data. Flexibility and access to data is critical and it empowers the family office to view and analyze their total wealth in any way they want, whenever they wan...

We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth and protection of the family’s financial capital as the overriding priority. Today, here is an emerging desire by more families to focus on purpose,...

Welcome to the 2022 FOX Global Investment Forum. Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...

Sound money is the result when interest rates are above the rate of inflation, a development that is expected to persist in the years ahead. In the meantime, the transition to a higher interest rate environment has no doubt challenged investors, who have endured historical losses in bonds and high volatility in stocks. But make no mistake: This str...

Growing up in a family business environment often rubs off on the younger generations, with some making the decision to start their own business instead of joining the family enterprise. Toward that end, getting help while staying true to their own ideas requires balance. Here are four steps that will help launch their independent business ven...

Whether knowledge is shared around the dinner table or in a boardroom, starting family member education early puts a family office in a strong position to strengthen the family’s legacy. While the education program would likely depend on family characteristics, there are three topics that should be part of the curriculum: basic financial literacy, ...

Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play i...

As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on the needs, wishes, and preferences of the family members. As you develop your rising generation education strategy, considerations should be made around the&n...