2018 FOX Multi-Family Office and Wealth Advisor Study

May 2018

This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.

The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. 

The study represents FOX’s best and most current thinking on the direction of Ultra High Net Worth (UHNW) business. The report is presented in three sections, with key takeaways identified for each as follows:

  1. Managing Revenues and Expense Growth
  2. Balancing Price/Value Dynamics
  3. Trending Topics including:
    • Marketing
    • Client Experience
    • Employee Experience
    • Direct Investing
    • Data Security

For insights and analysis on key findings from this report, FOX members can download the whitepaper: Transformation of the Ultra-Wealth Business: How Clients, Employees and Pricing are Making an Impact

This document is available to FOX Members only.