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...
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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...
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...
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...
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 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...
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...
Family Enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition....
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...
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...
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...
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...
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating...
The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article...
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...