The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.
This overview of the 2012 FOX Family Office Benchmarking™ Board Report is a tool designed to aid family office board members and executives in reviewing their organization’s performance.
This report is an overview of the 2011 Family Office Exchange Global BenchmarkingTM Survey.
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face.
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
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth.
Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities.
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.
Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation.
In their personal and business lives, wealth owners face a variety of risks, many of which could be mitigated or possibly even eliminated with the help of experienced investigative professionals.