2021 State of the Family Office Industry

October 2021

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The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family leadership and office executives to understand important metrics to measure family office value, identify areas for improvement, and plan for the future of the family office and the entire family enterprise.

This year’s survey highlights perspectives of 125 Family Offices on a diverse set of topics, including office operations, staffing, risks and challenges, and technology. It also explores family enterprise governance, succession, Rising Gen education and engagement and family philanthropy.

Watch the Highlights from the 2021 Family Office Benchmarking Study webcast for additional insights from FOX’s Director of Insights and Research, Hilary Leav and Glen Johnson, FOX’s President of Membership.

This document is available to FOX Members only.