Public Resources

FOX Foresight - Future of Family Learning

How do you prepare younger family members to manage their wealth well and flourish in their own lives and in the family enterprise? Every family is challenged to find...

FOX Foresight - Appeal of Direct Investing

FOX has been tracking family office interest in direct investing for the past decade, and our recent Family Office Study confirms that FOX families remain focused on this...

2018 FOX Global Investment Survey: Highlights

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...

FOX Foresight - Trends Impacting Families

Trends Impactive Families, a chapter from the 2018 members-only publication FOX Foresight, identifies the three main forces—distrust in all major institutions by individuals...
Disruptions in the Investment Industry

FOX Foresight - Disruptions in the Investment Industry

Disruptions in the Investment Industry, a chapter from the 2018 members-only publication FOX Foresight, discusses how families are materially modifying their investment...

The Shifting Talent Paradigm: How Advisors are Redefining Their Talent Strategy (Summary)

FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on...
2017 Family Office Study

2017 FOX Family Office Study (Executive Summary)

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...

FOX Guide to the Professional Family Office (Summary)

The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to...

Identifying the Right Technology Solution for Your Family Office

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...

Cloud Technology for the Family Office

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...

Navigating the Wealth Management Landscape

The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex...

Financial Reporting in the Family Office: Elevating the Conversation

Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However,...