Family Office Business Strategy & Metrics

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Thursday, November 21, 2013

The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.

Thursday, April 18, 2013

One of the most highly valued services provided by FOX is our annual family office benchmarking study and associated reports that we provide to family offices.

Wednesday, December 5, 2012

Evaluating the cost and value of the family office is one of the family office board’s most important responsibilities.  Making this happen each year is a challenge.

Family Office Exchange
Monday, January 16, 2012

This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey.

Friday, December 30, 2011

Two family office executives. Similar mindsets. Different demographics. Different circumstances.

Wednesday, February 9, 2011

Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful.

Wednesday, December 8, 2010

Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value?

Family Office Exchange
Friday, October 1, 2010

This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 co

Family Office Exchange
Monday, February 1, 2010

This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of

Family Office Exchange
Monday, September 1, 2008

The 50 Best Practices for an Enduring Family Enterprise are the practices that we believe have contributed to the multi-generational success of the highest achieving and most forward thinking fami

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