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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...

For many investors, fund-of-funds (FOFs) are the only way to replicate a large, diversified private equity (PE) program and is preferable to constructing a PE program oneself. Another important benefit of a FOF is the ability to aggregate hundreds of potential underlying portfolio capital calls into just a few. On the operational side, FOFs can red...

Welcome to day 1 of the 2024 Family Office & Wealth Advisor Forum. Scott Muench, Managing Director, Membership, FOX Peter Moustakerski, CEO, FOX

Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible. Sometimes, however, sophisticated qualifying investors increase their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk. This primer wi...

We are excited to bring you FOX’s 2024 Foresight. As FOX turns 35, join us in exploring a range of highly consequential themes shaping the next 35 years and beyond. It is our hope the topics, which originated from families, thought leaders, practitioners, and the FOX team, will stimulate your thinking and inform your decisions and actions over the ...

Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople establish family offices there. In addition to tax incentives, interest in Singapore is fueled by the potential growth in Asia, where many see the island nat...

“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as ...

Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant changes to COBRA coverage. A short (and high-level) summary of the changes are provided to show the effect on covered employers and employees.

The CARES Act has brought important tax relief provisions and these, coupled with sophisticated tax planning techniques, are more effective now as asset values and interest rates have dropped. Our discussion focuses on key COVID-19 programs and wealth and tax planning ideas that may benefit your family, including making adjustments to grantor retai...

While many are still managing the COVID-19 crisis, post-COVID-19 action plans are starting to take shape. Our discussion focuses on unpacking recent tax law changes and the impact on a family office, including key considerations—such as the sale of business goodwill and trust and estate planning—when deciding the entity choice of your o...

Family offices and their affiliated businesses have gone through a number of transformative changes due to the disruptive nature of COVID-19. Many will qualify for COVID-19 liquidity programs. In this discussion, the RSM team focuses on the program specifics and family office considerations, including compensation options and lending provisions.

Under the Families First Coronavirus Response Act (FFCRA), employees may be entitled up to two weeks of paid sick leave and up to 12 weeks of expanded family and medical leave. In the event a child’s summer camp, summer enrichment program, or other summer activity closing for COVID-19 related reasons, will parents be entitled to paid lea...

The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs. This action will require a coordinated and appropriate response by the taxpayer and his or her advisors and the advisors of the related partnerships...

COVID-19 tested the resilience, creativity and crisis management skills of organizations, governments, and families around the world. As you reflect on the impact of the pandemic on your family from a historical perspective with your own family history in mind, this guide offers tips on how to collect, preserve, and share the memories and lessons l...