Your fellow FOX members have contributed these document management tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit...
Your fellow FOX members have contributed these human capital tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions. If you have developed sample planning tools, templates, or practices that you think will be of interest to other families, please submit your ...
Your fellow FOX members have contributed these technology operations and data security tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed. If you have developed sample planning tools, templates, or practices that you think will...
As families of wealth and their Family Offices consider future success strategies, how ready are they to adapt? To help families prepare for the various stages of changes in the family journey, Dr. Jim Grubman shares the approach he uses—including the application of the Readiness Ruler—in this Q&A with FOX.
As families and Family Offices look to increase future generations’ positive impact, high among their common goals, and common struggles, are delivering education and increasing engagement. Based on FOX’s thirty years of working with families, Family Offices, and Enterprise Families; conducting research; and engaging in consulting projects, FOX has...
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 research data, it is an invaluable to...
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2020 FOX Foresight is presented in 7 chapters: Changes in the Famil...
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2021 FOX Foresight is presented in 7 chapters: Resiliency in Times...
There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy education with children and teens will be more successful when you make the activity fun, connected to their life stage and related to current interests. This includes gamifying learn...
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement ...
If you find it hard to communicate your single-family office’s value, you’re not alone. Learn how some complex and sophisticated family offices have achieved success in illustrating their impact. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're lear...
Since the pandemic’s early days, employers have been wondering when – and how – they’d be able to return to the office. Those concerns only got more pressing as vaccinations grew and COVID-19 variants increased. In this piece, FOX’s family office members share their timetables, policies, and what returning to work looks like at this point in the pa...
The 2021 State of the Family Office Industry benchmarking report is the next iteration in FOX’s ongoing research into Family Offices. The FOX Family Office study is intended to empower family leadership and office executives to understand important metrics to measure family office value, identify areas for improvement, and plan for the future of th...
FOX Foresight keeps you up to date on our latest thinking about matters affecting families, family offices, and their advisors. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2022 FOX Foresight is presented in 7 chapters: ...
The biennial 2022 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers. This year’s survey was, once again, dev...