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We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members. Key Insights found in this study include:

Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most trusted advisors. While the value proposition is essentially the same for this group as it is for their parents and has been for their grandparents, sophisticated family leaders, experienced family office executives, and state of the art wealth advisors know that in order to engage Millennial family members, they must meet their expectations for how that value is delivered.

The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.

Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the work of 20 members of the FOX Financial Executive Council™ who gathered to learn about how one’s learning style impacts the creation and delivery of financial information and to develop a "best in class" reporting package. This comprehensive document includes a client meeting checklist as well as exemplary quarterly, annual, and supplemental reports that can serve as models for other family offices.