Family Office Benchmarking Survey

What is the Family Office Benchmarking Survey?

The Family Office Benchmarking Survey is the premier source of peer-comparable information on FO structure, governance, planning, and cost breakdown that FOX is at a unique advantage to provide and is not commonly seen in other industry reports.

What Participants Get

This Biennial report contains comprehensive charts and data available only to participants, and helps family offices improve their operations, strategic planning, and overall management. Filling out this survey automatically creates a complexity profile for your office which you can access for any strategic conversations with your leadership team and family members.

Who Should Participate?

Family members and Single-Family Offices.

Survey is open May-June 2025

Survey Covers

Exploring the involvement of different generations in the enterprise/ family office, and the governing boards and committees supporting management of family office.

Internal Family Office Costs chart

Why Participate?

This is a great opportunity for you to unlock comprehensive insights which will be shared in the form of a chart pack and a narrative report in the fall – the full set only available to participants.

Survey participants have mentioned several use cases for the data such as:

  • Present market data on family office and operating company board member compensation
  • Justify relocation of office given differences in costs (compensation and other costs) when filtered by location
  • Benchmark balance of external vs internal managers and call out where office is indexing higher than comparable offices
  • Request a custom data view to support strategic meetings.

Another great reason to participate is that the information you provide will help to partially build out the proprietary FOX complexity profile for your office. The complexity profile can be a great tool for strategic conversations with your leadership team and family members, and is available to all FOX members completing the complexity questionnaire.

Quote iconAs we undertook setting up a family office closer to where our family members chose to live, we turned to FOX’s benchmarking data to present to the family and board the various costs to contemplate and current trends in leadership and planning that we would have to consider.

It helped us to validate our proposals for cost-savings and efficient governance with data from an unbiased source.

     - FOX Member, Family Office CEO​

Meet Our Experts

David F. Toth, Managing Director at FOX
David F. Toth​
President of Membership
David F. Toth, Managing Director at FOX
David F. Toth​
President of Membership
Scott Muench, Market Leader, Financial Families at FOX
Scott Muench​
Managing Director of Membership
Scott Muench, Market Leader, Financial Families at FOX
Scott Muench​
Managing Director of Membership
Mishu Rahman Din, Director of Research, Insights and Knowledge at FOX
Mishu Rahman Din
Director of Research, Insights, and Knowledge
Mishu Rahman Din, Director of Research, Insights and Knowledge at FOX
Mishu Rahman Din
Director of Research, Insights, and Knowledge

Take Survey!

Please share this invitation to participate with other family offices who you feel could benefit from the benchmarking information. At FOX we learn from each other within the community, so your submission and encouragement of others lead to better insights for all participants.

HAVE ANY QUESTIONS?

If you can’t find what you are looking for, do not hesitate to reach out. A member of our team will get back to help you as soon as possible.

Statement of Confidentiality and Non-Disclosure 

All information collected is strictly confidential and stored within encrypted and password-protected servers. Only select FOX employees will have access to individual-level data. FOX will never share any information collected from the survey that may lead to personal identification with any member or with any third party.

The survey results are anonymous and defined publicly in aggregate data sets. All information is treated as highly confidential and will never be used for any other purpose.