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The annual FOX Global Investment Survey provides in-depth insights about how family offices are investing. The study serves as a benchmark unlike any other, providing participants with data from their closest family office peers. Topics covered include: Asset allocationInvestment Performance by Asset ClassUse of Alternative InvestmentsRe...
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Underwriting or exhibiting at Family Office Exchange programs means that you will be aligning your brand with the leading organization serving the needs of families, family office executives and wealth advisors. Make FOX part of your marketing mix in 2022. Create and build relationships. Expand your brand, and work with FOX to design the positio...
As a family's wealth grows, so does the complexity of managing it. Managing family wealth is a business like no other. It requires integrating the best resources available for investing, tax and estate planning, and philanthropy. It also requires providing the preparation younger family members need to become productive, responsibl...
Trustee WorkshopIf you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Come learn from experts in t...
Trustee WorkshopIf you have been or will be appointed a trustee you will want to attend this day and a half workshop. A trusteeship is a critical, active role that has significant influence on the welfare of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Come learn from experts in t...
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The results of this quick poll will be included in the next version of FOXConnects so stay tuned!
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related professionals) are educated about their respective roles, engaged in the trust process and are held accountable to ensure success over the lifecycle of the...