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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The Cost of Complexity: Understanding Family Office Costs
The number one driver of single family office costs is complexity, including the scope of services offered, size of the family, and entities served by the office.  This...
FOX Briefing: 2012 Salary Increases and Bonuses
Containing costs and motivating key employees is a difficult balancing act. Keeping employees motivated can be especially challenging when family office executives are...
Benefit Survey Highlights
Benefits are a perennial concern for FOX members, but increasing medical costs have caused many offices to revisit their plans and look for perspective when it comes to their...
The Enterprise Sales Process: Best Practices in Business Development
Family wealth advisory firms are taking a fresh look at how they approach and staff their sales function to meet the increasing demands for growth.  Up until now, many...
Best Practices for Leading Wealth Advisors
With input from a number of private wealth industry leaders, FOX outlines 75 key practices that have made a difference for successful wealth advisors and multi-family offices...
Standing Out in the Crowd: Strategies for Marketing and Leveraging Relationships
Marketing plays an increasingly important role in determining sales success for private wealth advisory firms. Many firms have enhanced their service offerings and have a...
Taking Care of Business: Case Examples of Separating Personal Wealth Management from the Family Business
Many family businesses don’t realize that separating the family’s financial affairs from the management of their operating company is an essential and lawful best practice....
Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability
Amid rumors of the demise of the small family office, FOX examined the primary challenges these offices face. These challenges include the sustainability of the small family...
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The...
Insurance Matters: The Case for Strategic Insurance Planning
Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations. Families must manage their insurance needs in a...
Best Practices in Reporting
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships. This best practices document reflects the...
Investing in the Future: A Look Inside the Small Family Office
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance...
Securing the Future: Managing Threats and Opportunities Through Effective Risk Planning
Conducted in partnership with Harris myCFO, this is the third publication in a series of FOX Thought Leaders Programs, and the second study to examine how families with...
The Challenges of Shared Ownership
Families with inherited wealth soon recognize that sharing ownership and control of family assets is far more complicated than any family might expect. Sharing ownership...
Rethinking Investment Risk Management: Anticipated Changes to Investment Risk Management Practices in a New Era of Due Diligence
In the wake of the recent financial crisis, many families are re-evaluating their processes for managing investment risk and are searching for new safeguards for mitigating...