To learn more about our research initiatives, view descriptions of all our studies, and how to participate, please visit the main Research and Benchmarking page.
The 2026 Family Wealth Advisor Survey Participant Chart Pack includes data from over 50 family office and specialist organizations and was fielded from February – March 2026. Participants represented a diverse mix of firm types across wealth advisory and management, consulting, tax, insurance, and other specialist sectors. The survey explored a wi...
The 2026 Family Wealth Advisor Survey Participant Chart Pack includes data from over 50 family office and specialist organizations and was fielded from February – March 2026. Participants represented a diverse mix of firm types across wealth advisory and management, consulting, tax, insurance, and other specialist sectors. The survey explored a wi...
The Human Capital (HCAP) survey was conducted in December 2025 to provide decision support in the gap year of our biennial Compensation & Benefits Survey. This pulse survey captures benchmarking data from 60 Family Offices on their human capital planning toward the end of 2025. This brief questionnaire spans topics including salary increases, b...
The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking perfor...
The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking perfor...
The FOX Family Office Benchmarking (FOB) Study is a long-standing biennial research study designed to empower family leaders and family office executives with new insights. This benchmarking report has proven to be a critical tool for family offices in understanding industry trends, performance metrics, and best practices. This 2025 public brief hi...
The FOX Family Office Benchmarking (FOB) Study is a long-standing biennial research study designed to empower family leaders and family office executives with new insights. This 2025 report documents important metrics from 211 family offices that measure family office value, help identify needs and areas for improvement, and support future planning...
The 2025 Family Wealth Advisor Survey Member Chart Pack includes data from a select list of 72 family office and specialist organizations and was fielded from April – May 2025. Participants represented a diverse mix of firm types across wealth advisory and management, consulting, investment, legal, tax, and other specialist sectors The survey explo...
The Ultra High Net Worth (UNHW) Wealth Advisor sector stands at a critical inflection point in 2025, shaped by accelerating wealth creation, generational transition, and transformative advances in technology and client expectations. The Family Wealth Advisor Survey Report Brief highlights a landscape that is both rich with opportunity and fraught w...
With the participation of 150 unique family offices, this biennial and comprehensive report is designed to assist family office board members and executives in evaluating their compensation plans. Developed in collaboration with Grant Thornton, the report is divided into three main sections: governance structures, staff benefits, and detailed posit...