Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability

January 2011

Recommended for:

Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family office and alternative resource models, the legislative and regulatory environment and its impact on family office entities, and fiduciary responsibilities within financial families. 

This study provides insight into solutions that are available to small offices struggling to meet service demands. It also informs those who are researching family office structures about the long term considerations of sustainability. It combines quantitative and qualitative data from over fifty small offices to help readers understand where they fit in the industry. 

After reading this you will:

  • Be able to benchmark your small office against peers 
  • Gain a deeper understanding of the “why” and “how” family offices are addressing sustainability issues 
  • Have tools to implement best practices in the areas of sustainability and service delivery

View Table of Contents

This document is available to FOX Members only.