The FOX Family Office Benchmarking (FOB) Study is a long-standing biennial research study designed to empower family leaders and family office executives with new insights. This benchmarking report has proven to be a critical tool for family offices in understanding industry trends, performance metrics, and best practices. This 2025 public brief highlights key metrics from 211 family offices on planning and strategy, governance, evaluation of services, and managing growing complexity.
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2025 Family Office Benchmarking Member Brief
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The FOX Family Office Benchmarking (FOB) Study is a long-standing biennial research study designed to empower family leaders and family office executives with new insights. This 2025 report documents important metrics from 211 family offices that measure family office value, help identify needs and areas for improvement, and support future planning of family leaders and family offices. This year’s report is accentuated with various filtered views of the data, tailored to FOX Cohorts to support strategic discussions.
Comprehensive changes to the U. S. Tax Code were made when the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025. Notably, the OBBB includes five provisions that have particular impact on single-family offices. With the OBBB declining to reinstate investment-related, miscellaneous itemized deductions, family offices should consider employing management company incentive structures to recoup the lost tax benefits. Family offices should also utilize the extended and expanded tax benefits for ultra-high-net-worth taxpayers.
The Future of Outsourcing: Rethink Everything
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While many businesses are still maturing their sourcing strategies, several clear patterns have emerged amid a hybrid environment undergoing rapid change and strain. It’s a transformation that is playing out across five key areas: an evolving delivery ecosystem; a new partnership ethos; a shifting provider mindset; the growing role of procurement; and the rising complexity of deals as providers and buyers adapt to these fast-moving changes.
Public Webcast: State of the Ultra-Wealth Business: Confidence and Opportunities Abound
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We are in the midst of the greatest opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.
Avoid Failed Implementations Through Change Management | 2025 FOX Technology and Risk Management Showcase
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Learn the truth about most failed implementations and how to prepare your team to successfully manage the process. Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Does My Family Need a Family Office?
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For centuries, sophisticated families with significant resources have used a formalized family office structure to manage their assets. Additionally, family offices have become increasingly popular as more and more families have amassed resources. Along with that trend, the complexity of the investment landscape and the range of issues and responsibilities associated with significant wealth has grown—including risk management, governance, and cybersecurity.
From working with forward-thinking family office leaders for more than two decades, we can see with a bird’s eye view of the family office space and have a keen awareness of the forces and demands that are shaping it. In today’s environment, we see even more change than usual, including meaningful structural transformations. For family offices, the ability to adapt thoughtfully to change is essential.
The Family Office Maturity Model
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At every stage, a Family Office needs the right team, governance, and processes in place to continue growing. With this Family Office Maturity Model that identifies the five different stages—embedded, early stage, developed, professionalized, and mature—you can assess areas for improvement and determine the right steps to progress. By understanding these stages, you will be in a better position to make informed decisions about governance, operations, and team development for your Family Office.
Polarity exists in nature and the nature of our business. Different views, values, preferences—in other words, diversity—is at the core of polarity. Recognizing and managing polarity within your organization allows for leveraging the benefits of diverse perspectives, promoting a balanced and thriving workplace. We explore how to navigate and embrace natural opposites within team structures and adopt approaches for getting things done.