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 State of the Family Office Industry
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended...
Importance of Family Learning: Developing Flourishing Families through Family Learning
The Importance of Family Learning: Developing Flourishing Families through Family Learning is an editable presentation featured in the FOX Family Learning Handbook designed...
FOX Family Learning Handbook
When wealth owners are asked what challenges them most, their first answer is frequently, “helping my children become productive adults.” Parents want their wealth to be a...
2021 FOX Foresight - Reduce Family Conflict by Building Consensus
Fostering innovation and new thinking is key to enterprise survival. And a consensus-building approach is better for navigating transitions and avoiding choppy waters. ...
2021 FOX Foresight - Family Philanthropy’s New Era
History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for...
2021 FOX Foresight - Enhancing Family Office Value by Managing Cost and Complexity
If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved...
2021 FOX Foresight - Building a Sustainable Direct Investing Ecosystem
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem...
2021 FOX Foresight - Resiliency in Times of Uncertainty
Resilient enterprise families have learned how to see beyond the crisis at hand to find the opportunities hidden underneath. FOX Foresight keeps you up to date on our...
2021 FOX Foresight - A Decade of Transformation in One Year
Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come. FOX Foresight keeps you up...
2021 FOX Foresight - Five Keys to Enterprise Family Continuity
Family wealth preservation is not guaranteed simply by effectively managing a family’s wealth. The most successful multigenerational families all share five key...
The Cost of Complexity: Why Does It Matter?
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their...
2021 FOX State of the Ultra-Wealth Business
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business.The full report is only available to firms that participated in the study. If your firm...
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...