MFO and Wealth Advisor Business

FOX understands the common challenges facing multi-family offices, wealth advisors, and their clients and through extensive research has identified the characteristics of profitable, sustainable wealth management companies. The most critical of these characteristics fall into the following operational areas: strategy and metrics, pricing and profitability, client selection, service scope and delivery, marketing and sales, and staffing and operations.

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Wednesday, August 19, 2015

Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.

Wednesday, March 25, 2015
One of the top issues identified by FOX members…family office executives, family members and advisors…is managing data security.
Wednesday, March 11, 2015
While no one really knows what the future will bring, global research data can provide a perspective on what may become reality.
Monday, March 2, 2015

This is the report of findings of the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study.  The report is only available to firms that participated in the 2014 study.

Wednesday, February 25, 2015

Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the fa

Wednesday, January 21, 2015
It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind.
Family Office Exchange
Wednesday, January 14, 2015

Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most tr

Wednesday, September 17, 2014

Developing great family leaders is a process, not an event. Leadership success is often measured by knowledge, skills and abilities coming together at critical times.

Wednesday, July 9, 2014

Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered

Wednesday, June 25, 2014
Recruiting the right talent in a family office is widely known to be one of the most challenging and important initiatives a family can face.

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