Family Office Benchmarks

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Family Office Trends Shaping Strategies in 2026
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FOX SMEs and members gather to discuss some of the most talked about insights and trends going into 2026. It will include an in-depth review of how members engaged with FOX data to shape strategies, along with an overview of the latest tools now available for FOX members to get insights matched closely to their own profiles.

2025 Global Family Office Compensation Benchmark Report
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Drawing on the contributions of 605 Family Office professionals, from Personal Assistants to Investment Professionals to C-Suite executives, this year’s report represents the combined findings from both the survey and the 20 in-depth interviews with senior leaders across all regions. With their inputs and the reliance on in-house proprietary data, KPMG and Agreus have created benchmarks for salaries, bonus structures, and long-term incentive plans (LTIP).

2025 FOX Family Office Benchmarking Public Research Brief: Efficiency amid Growing Complexity
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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 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.

2025 FOX Family Office Benchmarking Member Chart Pack
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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.

2024 FOX Compensation and Benefits Survey Member Chart Pack
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With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed position compensation. Together, it offers valuable insights into the compensation and benefits landscape within family offices, providing a benchmark against peers.

2024 FOX Compensation and Benefits Survey Public Research Brief
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With a focus on talent, this Executive Summary is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report identifies several strategies that collectively aim to make family offices more attractive to current and potential employees.

3 Keys to Creating a Sustainable Family Office
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The tremendous surge in wealth has made it more challenging to establish a sustainable and successful family office, as revealed in the 2023 FOX Family Office Benchmarking Study. However, this research brief shows that a sustainable family office can be within reach when there is thoughtful planning that incorporates three key ingredients: strong governance, a focus on leadership and succession planning, and a dedication to learning and develo

Maximizing the Strategic Impact of Your Single-Family Office | 2023 FOX Family Forum
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Family offices may take on a variety of roles in service to the family, so it is essential that there is a strategy that helps frame the office’s purpose and an overarching plan to help align and execute against diverse interests. The panel will cover three key areas during this session: 1) Share critical questions to ask and answer when designing or refining a family office’s purpose, 2) Provide examples and stories of how family offices evolved and progressed and, 3) Explore the latest findings from FOX’s Family Office 2023 Study for a fresh look at the state of the family office.

The 2023 Global Family Office Compensation Benchmark Report
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The unique and personalized nature of each Family Office can make it challenging to access benchmark remuneration data. Family Offices require a distinct skillset, incomparable to other working environments, and many professionals that Family Offices search to recruit are accustomed to a certain compensation structure.