Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and
Family Office Exchange has conducted a peer-based survey to explore the total cost of wealth management – internal family office costs + external advisory costs + external investment costs and com
From governance concerns to family office costs, this report is designed to help family office executives and board members evaluate the office’s performance relative to 116 family office peers.
Given the statistical likelihood that many FOX participants are related to or work with someone with a behavioral health issue, this webinar broaches a difficult but real topic that is encountered
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.
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.
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.