Search Results

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 ...

The fundamental question – “Will the family live in the plan?” – that Jay Hughes, Mary Duke, and Stacy Allred are asking in their latest research and upcoming book offers a cautionary story for both families and their top advisors. Without the appropriate focus on the family’s qualitative capital, and most importantly, their human capital, the plan...

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...

While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on hype instead of fundamentals) or older ones like tracking error, there can be plenty of confusion around the language of investing. For both new and expe...

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balan...

Families are often overwhelmed by the complexity and sense of burden that comes with managing all the component parts of wealth across generations. More concerning, though, is the lost opportunities and the loss of capital that results from not getting it right. But owning and managing significant wealth does not have to be difficult, and learning ...

As an asset class, the frontier markets present unique opportunities and a diversification that is not very correlated with other risk asset classes such as equity. In this video, learn from William Blair & Company on why there is potential value in investing in frontier markets, both on a standalone basis or as part of a more diverse portfolio...

Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partne...

Private credit investments have experienced a rapid evolution over the past decade. Market conditions have helped to shape what may be a particularly auspicious cycle for the asset class. Higher interest rates and changing credit market dynamics have created attractive opportunities for private investors and wealthy families—but proper due diligenc...

For business owners and their advisors, it’s probably not surprising that buying another company or other assets requires moving with speed and diligence. But gaining an edge—and winning—on the buy side is a bit more complicated. Effective companies tend to deploy a series of purposeful tactics and avoid common mistakes when pursuing acquisitions. ...

In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.