Search Results

It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...

A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function. This paper can help families in the development of their own decision-making framework and focuses on three core building blocks...

In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in a family office setting, the build or outsource approach to investment resourcing should include saving on both the costs and time associated with running a...

Investing is challenging, even for the most seasoned investors, given the underlying emotions and mental biases inherent in human decision making. To help minimize the challenges around investing, successful investors have explicit investment processes and practices that are clearly outlined and consistently implemented. To ensure you are set up fo...

The unique position of family offices gives them an opportunity to pursue a broad spectrum of investments and utilize different strategies. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, joins Kay Gordon, partner, and member of our Fund Formation and Investment ...

In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotiators need to understand what is ‘market’ so that they can come to a ‘down the middle’ deal without unnecessary haggling. During this webcast, experts will talk t...