The concept of “making an impact” is not new. Families of substantial wealth and philanthropy have long had an intertwined history. So it is no surprise that, when 2020’s tremors hit, families of exceptional wealth stepped up in ways not only addressing the pandemic but also tackling deeper societal issues. FOX Chief Operating Officer Glen W.
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Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports that advance, rather than distract from family members’ long-term goals is extremely challenging. The goal of this white paper is to spark new thinking about the ways that you deliver financial information to your clients.
The study explores several components instrumental to the operations of a family office such as cost of services, governance structure, strategy and risk management and education. The report is designed to help family office executives and board members evaluate the office’s performance relative to 103 family office peers.First launched in 1991, the FOX Family Office Study is the longest running study of its kind and the only one that provides participants with a comprehensive report designed to articulate the value of the office.
FOX’s study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor market and how they can shape the best talent strategy for their firm. The full version of this report covers:
Disruptions in the Investment Industry, a chapter from the 2018 members-only publication FOX Foresight, discusses how families are materially modifying their investment strategies and portfolios amidst the current uncertainty across the investment landscape. It summarizes what we have been learning from the FOX community and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors.
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment teams, and in-source vs. outsource investment advice, all relative to 109 family office peers.