Knowledge Center

Wealth Management Resources

The FOX Knowledge Center gathers insights, solutions, and wealth management resources for families, private investors, and their advisors
2015 FOX Global Investment Survey

This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective...

2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report

This is the report of findings of the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking...

2014 Southeastern Family Office Forum Attendee Survey Report

Attendees of the 2014 Southeastern Family Office Forum (SEFOF) participated in a survey covering a...

50 Best Practices for an Enduring Family Enterprise

The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have...

Technology in the Family Office

In this second report from our 2013 FOX Family Office Benchmarking™ series, family office...

The Cost of Complexity: Understanding Family Office Costs

The number one driver of single family office costs is complexity, including the scope of services...

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FOX Solution Toolkits

These solutions based guides are a great place to start when tackling common challenges. Use them to gain perspective and quickly identify wealth management resources specific to your needs.

Best Practices for Wealth Advisory Businesses

Take your business to the next level with these items from the FOX Wealth Advisor Enterprise Series.

Wealth Advisory Business Strategy

Pricing Practices

Hiring, Compensation, and Team Structure

Marketing, Positioning and Leveraging Networks

Business Development

Client Service Experience

> View the Series

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