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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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...
2020 FOX Foresight - Changes in the Family and the Family Office
Meet Families of Impact Today’s families look very different than the ones of thirty years ago. “Business as usual” is no longer enough. To thrive in the future, families...
2020 FOX Foresight - The Future of Wealth Management
The Future of Wealth ManagementInnovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so...
2020 FOX Foresight - The Future of Social Impact Investing
The Future of Social Impact InvestingImpact investing engages approximately 20 percent of FOX members. But misconceptions still exist. We’ve unearthed some realities, such as...
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...