Family Office Best Practices

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2023 Rising Gen Research Brief
Family Office Exchange
FOX's first study with the Rising gen captures insights from our community on their goals, challenges, and best ways to engage with them.Designed to share insights of rising gen to their families and
2023 FOX Foresight - Successful Leadership Transitions in the Family Office
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2023 FOX Foresight - Three Forward-Thinking Families and Their Learning Approaches
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2023 FOX Foresight - Data is King
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2023 FOX Foresight - The New Era of Family Wealth
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our
2022 FOX Family Office Compensation & Benefits Survey - Member Non-Participant Report
Family Office Exchange
The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office
Engaging and Retaining Talent for Family Offices
The family office talent landscape is more competitive than ever before. Hear from a family office HR expert on how you can employ proven processes to engage and retain. We discussed the
Developing Long and Short-Term Incentive Plans for Family Offices
Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and
Highlights from the 2021 Family Office Benchmarking Study
Demonstrating the value of a family office is no small feat. The pressing priorities of an office often leave little room to fully grasp the impact of the work being done to fulfill the family’s
Return on Culture: Proving the Connection Between Culture and Profit
Grant Thornton
When it comes to a return on company culture investment, the days of uncertainty are over. Culture can no longer be seen as a soft extra. Culture is now a proven science, backed by rigorous research