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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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...
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...
Infographic: Family Office IT - Top 5 Things to Do Right Now
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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...
Take the Long-Term View
Revised Feb 2020Originally Published in 2014 -- As the scope of a business-owning family’s activities expand and the family grows across generations, the organic...
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...