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
Title Date
2016 Family Enterprise USA Family Business Survey Sep 07 2016
2016 FOX Global Investment Survey Mar 24 2016
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market Feb 22 2016
Technology in the Family Office: Navigating New Solutions Nov 18 2015
2015 FOX Family Office Compensation & Benefits Report Sep 24 2015
2015 FOX Global Investment Survey Mar 27 2015
2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report Mar 02 2015
2014 Southeastern Family Office Forum Attendee Survey Report Feb 11 2015
Engaging the Client of the Future Jan 14 2015
2014 FOX Family Office Benchmarking Oct 06 2014
2014 FOX Global Investment Survey May 22 2014
Managing Family Capital Generated by the Family Business Mar 24 2014
The State of the Art in Family Wealth Management Feb 27 2014
Taking the Long-Term View of the Family Enterprise Jan 21 2014
Navigating the Wealth Management Landscape: In Search of Integrated Solutions Jan 15 2014
FOX Guide to the Professional Family Office Nov 21 2013
Family Office Compensation & Benefits Oct 03 2013
Technology in the Family Office Jul 15 2013
2013 FOX Investment Survey Apr 05 2013
Understanding the Trust Mar 08 2013
FOX Family Office Benchmarking™ Board Report - 2012 Dec 09 2012
2012 Multi-family Office and Wealth Advisor Benchmarking Dec 09 2012
Developing a Long-Term View for the Family Wealth Strategy Nov 01 2012
FOX Guide to Family Education Oct 19 2012
Financial Reporting in the Family Office: Elevating the Conversation Jul 12 2012
Building a Family Enterprise Plan to Deal With Future Uncertainty Jun 19 2012
FOX Insights: New Thinking in Family Wealth May 07 2012
Enhancing the Client Service Experience May 07 2012
Wealth Advisor Assessment Checklist Apr 28 2012
2011 Investment Survey Insights Apr 20 2012
FOX Council Member 2011 Investment Performance and 2012 Economic Outlook Mar 15 2012
Highlights from the FOX Global Family Office Study 2011 Jan 16 2012
FOX Wealth Trends Jan 01 2012
The Cost of Complexity: Understanding Family Office Costs Dec 01 2011
FOX Briefing: 2012 Salary Increases and Bonuses Oct 01 2011
Benefit Survey Highlights Sep 01 2011
The Enterprise Sales Process: Best Practices in Business Development Sep 01 2011
Best Practices for Leading Wealth Advisors May 01 2011
Standing Out in the Crowd: Strategies for Marketing and Leveraging Relationships Mar 01 2011
Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business Jan 01 2011
Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability Jan 01 2011
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office Oct 01 2010
Insurance Matters: The Case for Strategic Insurance Planning Sep 01 2010
Best Practices in Reporting Jun 01 2010
FOX Technology Guide May 01 2010
FOX Technology Guide May 01 2010
Investing in the Future: A Look Inside the Small Family Office Feb 01 2010
The Challenges of Shared Ownership Oct 01 2009
Securing the Future: Managing Threats and Opportunities Through Effective Risk Planning Oct 01 2009
Rethinking Investment Risk Management: Anticipated Changes to Investment Risk Management Practices in a New Era of Due Diligence Jul 01 2009
Pricing for Profitability: Pricing Practices in an Evolving Ultra-Wealth Marketplace Jan 01 2009
Selecting the Right Trusted Advisor: A Family Case Study Nov 03 2008
Managing Family Wealth Separately From the Family Business Oct 01 2008
50 Best Practices for an Enduring Family Enterprise Sep 01 2008
Preparing the Next Generation for the Responsibilities of Ownership Oct 17 2007
The Enduring Enterprise: Building a Sustainable Wealth Advisory Business Aug 01 2007
Recasting the Central Role of the Family Office as Risk Manager: The New Imperative as Family Risk Manager Oct 01 2006
Wealth Management as a Second Family Business Sep 01 2005
Forging Successful Partnerships in the Face of Conflicts of Interest: A Thought Leaders Roundtable Compendium Nov 01 2004

FOX Guide to the Professional Family Office

Using concrete examples and wisdom from seasoned family offices, this Guide is an important tool for those who are:

  • ŸŸSeeking to develop a best practice family office
  • Interested in comparing their operations to family office peers
  • Looking for ways to articulate
    the work of the family office
    to new family office staff,
    clients of the office and
    board members
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FOX Solution Toolkits

These solutions based guides are a great place to start when tackling common challenges. Use them to gain perspective and quickly identify resources specific to your need.

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Disclaimer: Certain of the information contained herein is supplied by third parties.  FOX does not assume any responsibility or liability for information contained herein.  FOX does not guarantee the accuracy of or endorse the views or opinions given by any third party content provider to this site.  FOX shall not be liable for any errors, inaccuracies or delays in such content, or for any actions taken in reliance thereon.  Nothing contained herein should be interpreted as a recommendation or endorsement by FOX that you should make any purchase or sale or participate in any transaction, or hire any investment advisory firm.

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