The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX Family Office Benchmarking™ data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations....
Recommended for: Family Office Board Members, Family Office Clients and Family Office Employees
When a family opens a single family office, they quickly realize that it’s really another family business. The family office business plan must reflect the needs and goals of the family it serves. Business considerations such as ownership, design, staffing, metrics, governance, cost, scope and delivery of services, financial reporting, and regulatory matters all must be accounted for and carefully considered as part of the family office wealth management plan.
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer.
In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable softwa
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.
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this year, FOX Insights is an excellent choice.
This report is an overview of the 2011 Family Office Exchange Global BenchmarkingTM Survey.
The number one driver of single family office costs is complexity, including the scope of services offered, size of the family, and entities served by the office.