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 Value Price Study: The Critical Link in Ultra-Wealth Market

We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth...

2016 FOX Family Office Compensation & Benefits Report

Attracting and retaining talent is consistently the #1 human capital challenge for family offices,...

2016 Family Enterprise USA Family Business Survey

Family Office Exchange was retained by Family Enterprise USA (FEUSA) to administer their 2016...

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...

Technology in the Family Office

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

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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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