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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2021 FOX Foresight - A Decade of Transformation in One Year
Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come. FOX Foresight keeps you up...
2021 FOX Foresight - Five Keys to Enterprise Family Continuity
Family wealth preservation is not guaranteed simply by effectively managing a family’s wealth. The most successful multigenerational families all share five key...
The Cost of Complexity: Why Does It Matter?
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their...
2021 FOX State of the Ultra-Wealth Business
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business.The full report is only available to firms that participated in the study. If your firm...
2021 FOX Global Investment Survey Member Report
The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and...
Boundaries That Matter: Managing Family Assets Outside the Family Business
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and...
FOX Guide to the Professional Family Office
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage...
Considerations for Everyday Situations: Checklist of Cybersecurity Best Practices
No one is immune from cybersecurity threats. And responsibility for protecting your data doesn’t rest with one person or provider. So it’s essential every organization...
Technology: Springboard to the Family Office of the Future
Leading up to 2020, family office technologies made significant improvements with expanded offerings and new entrants. But history has shown nothing is a more effective...
2020 FOX Family Office Compensation & Benefits Survey - Member Non-Participant Report
The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report...
FOX Global Investment Survey Member Report (Non-Participants)
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...
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: Working From Home for Family Offices - Top 5 Things to Do Right Now