Knowledge Center

Wealth Management Resources

The FOX Knowledge Center gathers insights, solutions, and wealth management resources for families, private investors, and their advisors
2016 FOX Global Investment Survey

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

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great...

Technology in the Family Office: Navigating New Solutions

The rapid changes in technology are all around us and the latest financial technology developments...

Technology in the Family Office

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

50 Best Practices for an Enduring Family Enterprise

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

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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