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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How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The...
Insurance Matters: The Case for Strategic Insurance Planning
Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations. Families must manage their insurance needs in a...
Best Practices in Reporting
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the...
Investing in the Future: A Look Inside the Small Family Office
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance...
Securing the Future: Managing Threats and Opportunities Through Effective Risk Planning
Conducted in partnership with Harris myCFO, this is the third publication in a series of FOX Thought Leaders Programs, and the second study to examine how families with...
The Challenges of Shared Ownership
Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership...
Rethinking Investment Risk Management: Anticipated Changes to Investment Risk Management Practices in a New Era of Due Diligence
In the wake of the recent financial crisis, many families are re-evaluating their processes for managing investment risk and are searching for new safeguards for mitigating...
Pricing for Profitability: Pricing Practices in an Evolving Ultra-Wealth Marketplace
This in-depth study of the private wealth market offers a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other...
Selecting the Right Trusted Advisor: A Family Case Study
Selecting the right organization as a partner in the management and oversight of a family enterprise is one of the most important decisions a family will make. Success in...
50 Best Practices for an Enduring Family Enterprise
The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most...
Preparing the Next Generation for the Responsibilities of Ownership
The result of one year of research and study with ultra-wealthy families, this landmark report by FOX not only examines the need for thoughtful, intentional preparation for...
The Enduring Enterprise: Building a Sustainable Wealth Advisory Business
The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, larger financial institutions, accounting and law firms are...
Recasting the Central Role of the Family Office as Risk Manager: The New Imperative as Family Risk Manager
Many financial families struggle to make consistently better decisions than the average investor. Today’s wealth owners and office executives alike must ensure that they make...
Wealth Management as a Second Family Business
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation....
Forging Successful Partnerships in the Face of Conflicts of Interest: A Thought Leaders Roundtable Compendium
The relationship between a private wealth owner and a service provider is a two-way street. Both parties share responsibilities for ensuring disclosure and transparency in...