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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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...
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...
2018 FOX Family Office Compensation & Benefits Report
The 2018 Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The report...
2018 FOX Multi-Family Office and Wealth Advisor Study
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your...
Transformation of the Ultra-Wealth Business
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics...
2018 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...
2018 FOX Family Learning Survey
Every family enterprise is challenged to prepare younger family members to be responsible wealth owners and to flourish in their own lives. The 2018 FOX Family Learning...
FOX Foresight – Trends Impacting Families
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people...
FOX Foresight – Disruptions in the Investment Industry
FOX Foresight – Disruptions in the Investment Industry discusses how families are materially modifying their investment strategies and portfolios amidst the...
The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is...