May 2017
This is the report of findings of the 2017 FOX Multi-Family Office and Wealth Advisor Study. The full report is only available to firms that participated in the 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) business. The report is presented in five sections, with key takeaways identified for each as follows:
- Managing Revenues and Expenses
- Balancing Price/Value Dynamics
- Revamping the Marketing Approach
- Linking Client and Employee Experience
- Rising Impact of Data Security