Amid rumors of the demise of the small family office, FOX examined the primary challenges of these offices. These challenges include the sustainability of the small family office and alternative resource models, the legislative and regulatory environment and its impact on family office entities, and fiduciary responsibilities within financial families. The study:  

• Helps offices benchmark themselves against their peers and see how others are viewing similar challenges. 
• Provides qualitative analysis relating to the “why” and “how” family offices are addressing key issues.  
• Provides recommendations and questions small family offices can ask themselves as they strive to implement best practices in the areas of sustainability and service delivery. 

This study provides insight into solutions that are available to small offices struggling to meet service demands. It also informs those who are researching family office structures about the long term considerations of sustainability. It combines quantitative and qualitative data to help readers understand where they fit in the industry. 

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