Challenges & Solutions

The family office business plan

To address the challenges families face, we work with families and family offices to develop a long-term, intentional strategic family office business plan.

At FOX, we help your family address the challenges of sustaining wealth with practical solutions. We know that while every family is unique, each faces common obstacles. To address these challenges we work with families and family offices to develop a long-term, intentional strategic plan for the family.

The most common challenges in family wealth management include:

  • Managing new liquidity
  • Educating family leaders and the next generation
  • Making decisions as a family group
  • Managing the changing needs of the family through a private family office

Each of these challenges is triggered by a transition the family is facing, or a significant event. Starting with an overarching goal of developing a strategy for the future, these challenges can be addressed with intentional strategic planning and prioritizing of action steps.

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