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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Financial Reporting in the Family Office: Elevating the Conversation
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However,...
Building a Family Enterprise Plan to Deal With Future Uncertainty
Families that develop enterprise plans typically experience greater harmony, more clearly recognize threats to long-term goals, and do a better job of capitalizing on wealth...
FOX Insights: New Thinking in Family Wealth
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read...
Enhancing the Client Service Experience
Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of...
Wealth Advisor Assessment Checklist
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.
2011 Investment Survey Insights
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their...
FOX Council Member 2011 Investment Performance and 2012 Economic Outlook
FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The...
Highlights from the FOX Global Family Office Study 2011
This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey. FOX traditionally conducts this survey every third year and participation is...
FOX Wealth Trends
Wealth Trends is a periodic briefing on emerging trends in wealth management. Our hope is that these trends help enrich internal discussions in member organizations, as well...
The Cost of Complexity: Understanding Family Office Costs
The number one driver of single family office costs is complexity, including the scope of services offered, size of the family, and entities served by the office.  This...
FOX Briefing: 2012 Salary Increases and Bonuses
Containing costs and motivating key employees is a difficult balancing act. Keeping employees motivated can be especially challenging when family office executives are...
Benefit Survey Highlights
Benefits are a perennial concern for FOX members, but increasing medical costs have caused many offices to revisit their plans and look for perspective when it comes to their...
The Enterprise Sales Process: Best Practices in Business Development
Family wealth advisory firms are taking a fresh look at how they approach and staff their sales function to meet the increasing demands for growth.  Up until now, many...
Best Practices for Leading Wealth Advisors
With input from a number of private wealth industry leaders, FOX outlines 75 key practices that have made a difference for successful wealth advisors and multi-family offices...
Standing Out in the Crowd: Strategies for Marketing and Leveraging Relationships
Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a...