Knowledge Center

Wealth Management Resources

The FOX Knowledge Center gathers insights, solutions, and wealth management resources for families, private investors, and their advisors
Managing Family Capital Generated by the Family Business

Business owning families face the simultaneous challenges of running a business while planning for...

The State of the Art in Family Wealth Management

The State of the Art in Family Wealth Management is a great resource for those who need to better...

Taking the Long-Term View of the Family Enterprise

As the scope of a business-owning family’s activities expand and the family grows across...

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...

50 Best Practices for an Enduring Family Enterprise

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

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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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