Public Resources
Strategy is often thought of as an art form—an unstructured, intuitive exercise propelled by inspiration and brilliance. However, just like finance, operations, or...
Seven Lessons for Private Investors
Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from...
Private Investors, Carpe Diem!
Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with...
The Time is NOW for your Rising Gen
In The Time is NOW for your Rising Gen, FOX Chief Learning Officer, Mindy Kalinowski Earley, cautions families on waiting too long to involve their future family leaders....
The 3Ts: Critical Forces Disrupting Our Future
The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will...
Managing Direct Investing Deal Flow
One of the greatest direct investing struggles is how to manage deal flow once opportunities start to come in. It sounds simple enough, but it is quite actually complex...
The Rising Generation Engagement Pipeline
At our Family Office Exchange (FOX) Rising Gen Leadership Programs held in February and June, we noticed developing themes from our next-generation attendees. It became clear...
When Governance Grows Beyond a Family Business: Defining the Enterprise Governance Process
Enterprise families are unique because they share ownership and stewardship of more than just family businesses. In addition to co-owning operating companies, they are the...
Breaking Away: Separating Family Wealth Management from the Business
At some point, your family wealth may be so complex, or a significant transition happens that starts a process to form an independent family office outside of the business....
Document Contains Resources for:Getting Started, Current Trends, and Navigating Generational Differences
Ten Dynamic Forces for Change (2021)
Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it,...
The Future of the Family and the Family Office
We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade will increase the complexity...
Transferring Great Wealth and Great Responsibility
No matter your role – whether you’re a family business leader, family office executive, family member – how are you preparing your family for significant...
FOX Guide to the Professional Family Office (Introduction)
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to...
Financial Literacy Resources for Children and Teens
There are many resources and games available for teaching children about different aspects of managing money, investing, and philanthropy. Starting financial literacy...
Approaching Personal and Physical Security With a Risk-Based Perspective
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical...
2019 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 performance...
2019 FOX Survey on Values-Aligned Investing
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families...
The State of the Ultra-Wealth Advisory Business 2019
The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference...
Understanding the Voice of the Rising Gen
Preparing the next generation of family leadership is often the top concern for wealth owners. It is crucial to gain an understanding of the Rising Gen community: What makes...
Forging a Direct Investment Path
At Family Office Exchange (FOX), we have seen significant growth of interest in—and execution of—direct investments in operating businesses and real estate by FOX member...
2018 FOX Family Office Compensation and Benefits Report: Key Findings
The 2018 Family Office Compensation and Benefits Report is designed to aid family office board members and executives in their review of the office’s compensation plan. The...
Family Office Practices, a chapter from the 2018 members-only publication FOX Foresight, highlights the key challenges that families are working on, including the scope...
How do you prepare younger family members to manage their wealth well and flourish in their own lives and in the family enterprise? Every family is challenged to find...
FOX has been tracking family office interest in direct investing for the past decade, and our recent Family Office Study confirms that FOX families remain focused on this...
2018 FOX Global Investment Survey: Highlights
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 performance...
Trends Impactive Families, a chapter from the 2018 members-only publication FOX Foresight, identifies the three main forces—distrust in all major institutions by individuals...
Disruptions in the Investment Industry
Disruptions in the Investment Industry, a chapter from the 2018 members-only publication FOX Foresight, discusses how families are materially modifying their investment...
The Shifting Talent Paradigm: How Advisors are Redefining Their Talent Strategy (Summary)
FOX’s 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 FOX Family Office Study (Executive Summary)
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...
Identifying the Right Technology Solution for Your Family Office
The process of identifying the right technology solution for your family office can be tough, especially if you don't know where to begin. This complementary whitepaper...
Cloud Technology for the Family Office
The shift to a full cloud-based model for infrastructure and application delivery is here for family offices, if they choose to use it. Over the next five years in the wealth...
Navigating the Wealth Management Landscape
The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex...
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,...