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2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report
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...
2014 Southeastern Family Office Forum Attendee Survey Report
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...
Engaging the Client of the Future
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities...
2014 FOX Family Office Benchmarking
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...
2014 FOX Global Investment Survey
The seventh FOX survey of investor attitudes and behaviors since 2008 covers a wide range of topics including – Asset Allocation, Performance and Costs; Investment...
Managing Family Capital Generated by the Family Business
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
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...
Navigating the Wealth Management Landscape: In Search of Integrated Solutions
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...
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...
Family Office Compensation & Benefits
Compensation and benefits are consistently the largest line items in every family office budget, and the people on your team have the greatest impact on your overall success...
Technology in the Family Office
In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable software solutions...
2013 FOX Investment Survey
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking  ahead, respondents...
Understanding the Trust
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees,...
FOX Family Office Benchmarking™ Board Report - 2012
This overview of the 2012 FOX Family Office Benchmarking™ Board Report  is a tool designed to aid family office board members and executives in reviewing their...
2012 Multi-family Office and Wealth Advisor Benchmarking
The task of managing complex, expensive, and relatively new businesses is complicated by the lack of good benchmarks. How profitable are these businesses? How efficient?...