The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
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.
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
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?
Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices.
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.
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
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