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 study.
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 wealth advisors employ
The latest in FOX's original research studies examines the many ways in which family wealth advisors structure and implement their fee and pricing models in today's marketplace.
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 attracted by strong cl