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Monday, October 6, 2014

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.

Wednesday, July 9, 2014

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

Thursday, November 21, 2013

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

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.

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.

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.

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.


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