Family Wealth Advisor Survey

What is the survey about?

This annual survey provides a powerful snapshot of the evolving family office landscape, with insights drawn from multi-family offices and professional service organizations that support them. The findings offer participants valuable strategic opportunities to:

  • Gain actionable insights into the health and future direction of the UHNW advisor sector.
  • Explore best practices in talent management, service differentiation, and technology adoption.
  • Understand client expectations and how to position services for the next generation of family wealth stewardship.

Real-World Context

This report is the basis of various publications and webinars throughout the year and ties together real-world context and practical advice from member advisors. This is a most sought-after report for firms focused on ultra-high net worth families – especially centimillionaires and above.

Who Should Participate?

Multi-Family Offices, Advisors and Professional Services focusing on Private Wealth and Ultra High Net Worth Space. Request your link for the next survey today!

Survey Covers

A segment of the survey focuses on the growth strategies employed by firms. It includes analysis of market trends, expansion plans, and the effectiveness of different growth initiatives. Overall view and filters of revenue and expense figures, offering a clear picture of the financial health of peer firms is one of the most sought after components of this survey.

Why Participate?

This is a great space to share and learn from the community and confidently undertake strategies while keeping a pulse on how peers are navigating comparable and sometimes distinct challenges. Only participants (FOX members and Non-members) receive the comprehensive chart pack and narrative insights / trended views that not available on public forums.

Discover the latest findings from the 2025 Family Wealth Advisor Survey:

  • View Public Brief
  • Watch State of the Ultra-Wealth Business Webcast Replay (coming soon)

For full access to the comprehensive FOX reports and deeper dives into technology, branding strategies, and advisor best practices, join the FOX membership or participate in next year’s Family Wealth Advisor Survey.

Request to Participate 

If you would like to participate in the next Family Wealth Advisor Survey, please click the link below.

Please share this invitation to participate with other advisor firms 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.

Past Family Wealth Advisor Surveys

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