Knowledge Center

Wealth Management Resources

The FOX Knowledge Center gathers insights, solutions, and wealth management resources for families, private investors, and their advisors
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 SEFOF World Café Session Survey Report

FOX and SEFOF are pleased to make available a report of the participant survey conducted at the...

Engaging the Client of the Future

Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are...

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...

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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