FOX Research

Central to the FOX mission is the deep study of issues and concerns that members face in leading their families, managing their investments, and operating their offices

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2018 FOX Multi-Family Office and Wealth Advisor Study
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your...
Transformation of the Ultra-Wealth Business
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics...
2018 FOX Global Investment Survey: Key Insights
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment...
2018 FOX Family Learning Survey
Every family enterprise is challenged to prepare younger family members to be responsible wealth owners and to flourish in their own lives. The 2018 FOX Family Learning...
FOX Foresight – Trends Impacting Families
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people...
FOX Foresight – Disruptions in the Investment Industry
FOX Foresight – Disruptions in the Investment Industry discusses how families are materially modifying their investment strategies and portfolios amidst the...
2018 FOX Foresight – What's on the Minds of FOX Members
The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is...
2017 Family Office Study
The study explores several components instrumental to the operations of a family office such as cost of services, governance structure, strategy and risk management and...
2017 FOX Multi-Family Office and Wealth Advisor Study
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....
2017 FOX Global Investment Survey
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset...
Strengthening the Partnership Between Families and Advisors
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct...
2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market
We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members.  Key Insights found in this...
2016 FOX Family Office Compensation & Benefits Report
Attracting and retaining talent is consistently the #1 human capital challenge for family offices, and having a competitive compensation and benefits plan is critical for the...
2016 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report
This is the report of findings of the 2016 FOX Multi-Family Office and Wealth Advisor Benchmarking Study. The full report is only available to firms that participated in...