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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2020 FOX Foresight - Meet Families of Impact
Meet Families of Impact Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families...
2020 FOX Foresight - Take the Long-Term View
Take the Long-Term View How can you ensure your family’s long-term success? Our framework will help you transition from a business-centric to a family-centric enterprise.FOX...
2020 FOX Foresight - Cultivate Family Readiness for Change
Cultivate Family Readiness for ChangeOften, people say they’re ready for change, but are they really? If you’re contemplating a family system change, make sure you understand...
2020 FOX Foresight - Develop a Continuous Learning Commitment
Develop a Continuous Learning CommitmentSixty-two percent of first-generation family leaders expect a transition in four to six years, either in the business or family...
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...
2019 FOX Foresight – Managing Family Enterprises in an Era of Uncertainty and Distrust
Family Enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition....
2019 FOX Foresight – Surfacing Risks and Opportunities to Enhance the Enterprise
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...
2019 FOX Foresight – Approaching Personal and Physical Security With a Risk-Based Perspective
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...