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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Wednesday, January 21, 2015
It has often been said that one of the keys to success is surrounding yourself with smart, talented people who have your best interests in mind.
Family Office Exchange
Wednesday, January 15, 2014

This white paper helps families understand the complexity of their wealth management goals and needs.

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

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.

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

Family Office Exchange
Saturday, April 28, 2012

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

Wednesday, March 9, 2011

The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members.

Wednesday, December 8, 2010

Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?

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


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