February 2010
Recommended for:
Small family office executives, staff and clients as well as advisors serving family offices
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 relative to others of similar size. It provides:
- A unique look at the services, costs, and operations of small family offices via proprietary data from FOX's family office benchmarking and investment surveys.
- A self-assessment tool developed for the family leader or office manager to evaluate an office's return on investment and identify areas for improvement or celebration.
- Insight about common challenges and real-life solutions that have been used with success.