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Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FOX’s Director, Relationship Manager, Heather Abramson. We will highlight vexing obstacles the rising gen faces, the possibilities for claiming one’s roles an...

In April of 2023, FOX released the Rising Gen Research Brief, the findings from rising gen focus groups, and a survey, conducted in 2022. This session will dive into the data through the lens of our rising gen panelists. We will learn how they experience, work through, and address the rising gen challenges in their lives and families. By discussing...

For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs an...

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...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset classes. By developing and implementing an asset allocation strategy that fits your particular goals and situation, you can achieve meaningful diversifi...

It’s no secret that artificial intelligence (AI) is a pivotal force in the current technological transformation. But as Vanguard Global Chief Economist Joe Davis explains and as their research on AI, demographics, and the U.S. economy suggests, it may not be wise to focus solely on tech stocks for investment outperformance. In this discussion ...

Amid evolving global dynamics, emerging market corporate debt offers ample and compelling investable opportunities. The diversity of the asset class gives investors a wide spectrum on which to effectuate their views and investment strategies. But investors should navigate with caution and take note of the five themes that will have a notable impact...

How will technology look and feel when any user of a platform can independently decide what it is they see? Will everyone’s experience be so unique that the platform really becomes a map to the creative side of a non-creative and fact-based world. Learn how today’s data environments will soon become a representation of how and what families and adv...

While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing we...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Rick Rieder, CIO of the largest asset manager in the world joins us to share his perspectives across asset classes and global markets. We will cover key topics such as the US & global economic outlook and opportunities across public and private investment strategies, including sectors expected to outperform and an overview of the key macr...