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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2021 FOX Global Investment Survey Member Report
The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and...
Boundaries That Matter: Managing Family Assets Outside the Family Business
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and...
FOX Guide to the Professional Family Office
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage...
Considerations for Everyday Situations: Checklist of Cybersecurity Best Practices
No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization...
Technology: Springboard to the Family Office of the Future
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective...
2020 FOX Family Office Compensation & Benefits Survey - Member Non-Participant Report
The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report...
FOX Global Investment Survey Member Report (Non-Participants)
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...
Considerations For Market Uncertainty: Direct Investment Critical Issues Checklist
Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the...
What Will the Future Hold for Your Family?
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events...
Infographic: Working From Home for Family Offices - Top 5 Things to Do Right Now
Infographic: Family Office IT - Top 5 Things to Do Right Now
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Checklist of Critical Issues for Businesses
In time of crisis, it’s crucial to keep your focus and priorities straight, while ensuring all stakeholders are informed. Consider the following as you steer your...
Managing Uncertainty and Risks in the Enterprise
Given this period of uncertainty, we are re-releasing two chapters on Managing Uncertainty and Risks in the Enterprise from the 2019 FOX Foresight.
Crisis Checklist: Critical Family Office Considerations
We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for...
2020 FOX Foresight - Changes in the Family and the Family Office
Meet Families of Impact Today’s families look very different than the ones of thirty years ago. “Business as usual” is no longer enough. To thrive in the future, families...