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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2013 FOX Investment Survey
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking  ahead, respondents...
Understanding the Trust
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees,...
FOX Family Office Benchmarking™ Board Report - 2012
This overview of the 2012 FOX Family Office Benchmarking™ Board Report  is a tool designed to aid family office board members and executives in reviewing their...
2012 Multi-family Office and Wealth Advisor Benchmarking
The task of managing complex, expensive, and relatively new businesses is complicated by the lack of good benchmarks. How profitable are these businesses? How efficient?...
Developing a Long-Term View for the Family Wealth Strategy
The goal of our latest FOX Thought Leaders Summit was to identify how families organize themselves for a longer-term perspective of their wealth and how they reinforce...
FOX Guide to Family Education
FOX research shows that a top concern for wealth owners, second only to preserving the value of assets, is helping children to become productive adults. Leadership and...
Financial Reporting in the Family Office: Elevating the Conversation
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However,...
Building a Family Enterprise Plan to Deal With Future Uncertainty
Families that develop enterprise plans typically experience greater harmony, more clearly recognize threats to long-term goals, and do a better job of capitalizing on wealth...
FOX Insights: New Thinking in Family Wealth
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read...
Enhancing the Client Service Experience
Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of...
Wealth Advisor Assessment Checklist
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.
2011 Investment Survey Insights
In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their...
FOX Council Member 2011 Investment Performance and 2012 Economic Outlook
FOX created this survey in January 2012 to collect and compare the 2011 investment performance and 2012 economic outlook of the members of three FOX council groups. The...
Highlights from the FOX Global Family Office Study 2011
This report is an overview of the  2011 Family Office Exchange Global BenchmarkingTM Survey. FOX traditionally conducts this survey every third year and participation is...
FOX Wealth Trends
Wealth Trends is a periodic briefing on emerging trends in wealth management. Our hope is that these trends help enrich internal discussions in member organizations, as well...