Evaluation of Advisors

The number of wealth management providers has exploded in the last two decades, making it harder than ever before for families and individuals to identify the right wealth advisor. FOX offers extensive resources to help wealth owners evaluate the advisor landscape and understand different advisor types and service offerings. In addition, owners can access information on every step in the client/advisor relationship from evaluating qualifications, understanding alignment of interests, identifying potential conflicts and evaluating performance.

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Family Office Exchange
Wednesday, January 15, 2014

This white paper helps families understand the services they need, according to the complexity of their wealth management goals and needs.

Family Office Exchange
Tuesday, June 5, 2012

When interviewing a wealth advisor, you might choose from among this list of questions the ones that are most relevant for your situation.

Family Office Exchange
Saturday, April 28, 2012

This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.

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
Wednesday, October 1, 2008

While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to t

Family Office Exchange
Thursday, September 1, 2005

Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation.

Family Office Exchange
Monday, November 1, 2004

The relationship between a private wealth owner and a service provider is a two-way street. Both parties share responsibilities for ensuring disclosure and transparency in the relationship.

Wednesday, February 13, 2013

Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.

Wednesday, September 5, 2012

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an understanding of best practices in the wealth advisor selection process, questions to ask and things to consider while performing due diligence. Members of the FOX consulting team, Karen Neal and Charlie Grace, will examine how to choose the most applicable business and service model, negotiate terms and fees and explore six areas for evaluating firms. Real case examples and stories will be highlighted to illustrate best practices pertaining to selecting a wealth advisor, with an overview of the new FOX Directory of Leading Wealth Advisors

Wednesday, May 9, 2012

With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and co

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