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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David Lincoln
Sunday, December 9, 2012
The task of managing complex, expensive, and relatively new businesses is complicated by the lack of good benchmarks. How profitable are these businesses? How efficient?
Family Office Exchange
Thursday, July 12, 2012

Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.

Family Office Exchange
Monday, May 7, 2012

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled indi

Family Office Exchange
Thursday, September 1, 2011

Family wealth advisory firms are taking a fresh look at how they approach and staff their sales function to meet the increasing demands for growth.

Family Office Exchange
Tuesday, March 1, 2011

Marketing plays an increasingly important role in determining sales success for private wealth advisory firms.

Family Office Exchange
Friday, October 1, 2010

This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 co

Family Office Exchange
Tuesday, June 1, 2010

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships.

Family Office Exchange
Saturday, May 1, 2010

Intended to serve as a starting point for family office executives and wealth owners who are considering a transition in their family office technology platform, this comprehensive guide provides

Family Office Exchange
Thursday, January 1, 2009

This in-depth study of the private wealth market offers a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other wealth advisors employ

Family Office Exchange
Wednesday, August 1, 2007

The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, larger financial institutions, accounting and law firms are attracted by strong cl

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