March 2015
This is the report of findings of the 2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The report is only available to firms that participated in the 2014 study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report.
The study represents FOX’s best and most current thinking on the direction of Ultra High Net Worth (UHNW) businesses. The report is presented in seven sections, with key takeaways identified for each as follows:
- Key Takeaways
- Growth and Profitability
- Pricing Discipline
- Sale, Marketing and Client Experience
- Technology and Data Security
- Services Provided
- Regulatory and Compliance