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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2016 FOX Global Investment Survey
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic...
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market
Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client...
Technology in the Family Office: Navigating New Solutions
The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily.  But what does it mean to the family office...
2015 FOX Family Office Compensation & Benefits Report
Is your compensation and benefits plan competitive? Are you doing everything you can to attract and retain qualified family office talent that you need?The 2015 FOX Family...
2015 FOX Global Investment Survey
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment...
2014 FOX Multi-Family Office and Wealth Advisor Benchmarking Study Report
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 Southeastern Family Office Forum Attendee Survey Report
Attendees of the 2014 Southeastern Family Office Forum (SEFOF) participated in a survey covering a range of topics of interest to ultra-wealthy family members, family office...
Engaging the Client of the Future
Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities...
2014 FOX Family Office Benchmarking
From governance concerns to family office costs, this report is designed to help family office executives and board members evaluate the office’s performance relative...
2014 FOX Global Investment Survey
The seventh FOX survey of investor attitudes and behaviors since 2008 covers a wide range of topics including – Asset Allocation, Performance and Costs; Investment...
Managing Family Capital Generated by the Family Business
Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital. While...
The State of the Art in Family Wealth Management
The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and...
Navigating the Wealth Management Landscape: In Search of Integrated Solutions
This white paper helps families understand the complexity of their wealth management goals and needs. The paper also addresses the type of institutions and advisors investors...
Family Office Compensation & Benefits
Compensation and benefits are consistently the largest line items in every family office budget, and the people on your team have the greatest impact on your overall success...
Technology in the Family Office
In this second report from our 2013 FOX Family Office Benchmarking™ series, family office executives report that truly integrated, flexible and affordable software solutions...