The State of the Ultra-Wealth Advisory Business 2019

Family Office Exchange

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The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference for you and your colleagues. Key insights in this year’s study include the following:

  • Despite market volatility, revenues and sales grew briskly in 2018.
  • Increasingly firms have made their pricing structure more adaptable helping them receive compensation for “strategic services,” including planning, advice, and education.
  • Member firms continue to recalibrate their talent strategy as new employees progress through the stages of hiring, development, and retention.

This executive summary provides some key insights into this year's study. More comprehensive results and analysis are only available to FOX Members. You can learn more about membership here.