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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.

Sunday, December 9, 2012

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.

Family Office Exchange
Monday, January 16, 2012

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

Family Office Exchange
Saturday, January 1, 2011

Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face.

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

Wednesday, June 26, 2013

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.

Wednesday, May 15, 2013

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.

Wednesday, February 13, 2013

Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.

Wednesday, January 11, 2012

Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation.

Wednesday, December 5, 2007

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.


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