Attracting and retaining talent is consistently the #1 human capital challenge for family offices, and having a competitive compensation and benefits plan is critical for the...
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This is the report of findings of the 2016 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The full report is only available to firms that participated in...
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic...
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client...
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office...
Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?The 2015 FOX Family...
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment...
This is the report of findings of the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The report is only available to firms that participated in the...
Attendees of the 2014 Southeastern Family Office Forum (SEFOF) participated in a survey covering a range of topics of interest to ultra-wealthy family members, family office...
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities...
From governance concerns to family office costs, this report is designed to help family office executives and board members evaluate the office’s performance relative...
The seventh FOX survey of investor attitudes and behaviors since 2008 covers a wide range of topics including – Asset Allocation, Performance and Costs; Investment...
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital. While...
The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and...
This white paper helps families understand the complexity of their wealth management goals and needs. The paper also addresses the type of institutions and advisors investors...