Public Resources

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...

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...

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...

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,...