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, November 9, 2016
Single family offices are increasingly faced with the topic of succession whether triggered by an upcoming departure of a family office executive or a broader transition in generational family l
Family Office Exchange
Friday, June 17, 2016

This is the report of findings of the 2016 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The full report is only available to firms that participated in the study.

Monday, February 22, 2016

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and

Wednesday, November 18, 2015

The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily.  But what does it mean to the family office?

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.
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