What We're Known For

FOX is single-mindedly dedicated to solving problems facing the managers of family wealth.

Over the years, FOX research has focused on key topics that support modern family office management.

Examples of FOX thought leadership

  • Sustaining the wealth over generations
  • Risk assessment and mitigation
  • Measuring the value of the family office and outside advisors
  • Enterprise best practices and benchmarking
  • Family legacy planning
  • Effective governance and structure
  • Responsible ownership
  • Younger generation education
  • SEC regulation of family offices
  • The advantages of long term strategies in investing

The FOX Membership Experience

FOX provides a community for networking, objective guidance, and continuous learning.
Gain from the collective intelligence gathered over 30 years.