Here are insights into how people in varied situations and positions use FOX
When families accumulate enough wealth that requires serious management, they turn to FOX.
Families in Transition
Family transitions such as a generational transition, a rift in family governance, or the sale of a business, can present significant challenges.
Owners of a Family Business
Business owners have dual needs of managing the family business while also managing the business of the family.
Family Office Executives
Family office executives need to stay abreast of the latest best practices and comparative metrics.
Wealth advisors need insights into the concerns of families of wealth as well as the latest on running wealth advisory businesses.
Other Advisors and Experts
Families of wealth require a broad range of advisory services beyond wealth management.
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"This past year we found our relationship manager's advice and insights invaluable, and with her assistance we were able to implement a number of ideas that will prove to be beneficial for many years to come."
– FOX Member
Discover the 9 principles on which we operate
"One of the most valuable benefits provided by FOX is the family office compensation and benefits report. It is the bible for our industry."
– FOX Member'
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