2025 FOX Wealth Advisor Survey Member Chart Pack

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 explored a wide range of topics including financial and growth metrics, service  offerings and pricing, talent strategies, and sales and marketing approaches. It also included new focus areas such as the use of artificial intelligence and branding initiatives.