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 - 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 – Investing in the Family Through a Family Learning Committee
The Family Learning Committee addresses the need every family has to engage and prepare its rising generation to live well with wealth by sharing the “Why, What, and...
2019 FOX Foresight – Understanding the Voice of the Rising Gen
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes...
2019 FOX Foresight – Forging a Direct Investment Path
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating...
2019 FOX Foresight – Managing Complexity With a Private Trust Company Structure
The Private Trust Company provides a way to formalize governance, minimize risk, and support the family’s growth and development across generations. This article...