FOX Research

Central to the FOX mission is the deep study of issues and concerns that members face in leading their families, managing their investments, and operating their offices

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2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas...
Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
We have entered a transformative period in the ultra-wealth business. In support of our multi-family office, family office executive, and advisor member efforts to keep...
Capturing Opportunity and Managing Risk in the Next Decade
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk...
2019 FOX Global Investment Survey: Key Insights
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance...
2019 FOX Survey on Values-Aligned Investing
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families...
The State of the Ultra-Wealth Advisory Business
The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference...
2019 FOX Foresight – What's on the Minds of Members
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and...
2019 FOX Foresight – Managing Family Enterprises in an Era of Uncertainty and Distrust
Family Enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition....
2019 FOX Foresight – Surfacing Risks and Opportunities to Enhance the Enterprise
Once a family recognizes they own and manage a complex range of endeavors, the family leaders need to look strategically across the enterprise at where opportunities and...
2019 FOX Foresight – Approaching Personal and Physical Security With a Risk-Based Perspective
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and...
2019 FOX Foresight – Investing in the Family Through a Family Learning Committee
The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and...
2019 FOX Foresight – Understanding the Voice of the Rising Gen
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes...
2019 FOX Foresight – Forging a Direct Investment Path
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating...
2019 FOX Foresight – Managing Complexity With a Private Trust Company Structure
The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article...
Taking the Long-Term View of the Family Enterprise
Revised Nov 2018 Originally Published in 2014 -- As the scope of a business-owning family’s activities expand and the family grows across generations, the...