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The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey.

We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security. In this chapter, we explore a risk-based approach to the personal and physical dimensions of family security and offer actionable insights you can put into practice straight away.

Family enterprises face an increasingly uncertain and risky world due to developments in the economy, geopolitics, financial markets, technology, and industry competition. In order to navigate this turbulent paradigm, family enterprises need to develop a culture of creativity and vitality that will allow them to adapt and eventually become a more resilient family. In addition, they can develop strategies to mitigate systemic risks.

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.

The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex than ever. The common use of the term “wealth advisor” makes it difficult to distinguish between product providers and independent advisors who are paid to look out for the owners’ best interests.

The process of identifying the right technology solution for your family office can be tough, especially if you don't know where to begin. This complementary whitepaper details the steps you'll need to take.This whitepaper includes:A breakdown of the key business objectives and goals associated with family office technology and softwareA sample family office systems architectureA look at a new approach to technology costs

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 shift to a full cloud-based model for infrastructure and application delivery is here for family offices, if they choose to use it. Over the next five years in the wealth management space in total, there will be hybrid and convergence solutions (such as co-source) to provide a transition from ‘onpremise’ to the cloud, especially as legacy vendors try to extend the life of their aging applications. But, ultimately, there will be little on-premise IT left.

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: