Resource Search

Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports that advance, rather than distract from family members’ long-term goals is extremely challenging. The goal of this white paper is to spark new thinking about the ways that you deliver financial information to your clients.

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 education. The report is designed to help family office executives and board members evaluate the office’s performance relative to 103 family office peers.First launched in 1991, the FOX Family Office Study is the longest running study of its kind and the only one that provides participants with a comprehensive report designed to articulate the value of the office.

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 changing the advisor labor market and how they can shape the best talent strategy for their firm. The full version of this report covers:

Disruptions in the Investment Industry, a chapter from the 2018 members-only publication FOX Foresight, discusses how families are materially modifying their investment strategies and portfolios amidst the current uncertainty across the investment landscape. It summarizes what we have been learning from the FOX community and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors.

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, the rapid pace of innovation, and people everywhere living longer—that are influencing wealth management and affecting enterprising families. It summarizes learning by FOX subject-matter experts over the last year.

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 each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment teams, and in-source vs. outsource investment advice, all relative to 109 family office peers.

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 creative ways to engage family members in the process of learning—about the family and what it values and owns, as well as what it takes to care for these human and financial assets.

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 and cost of services, the value of family learning, the role of governing boards, as well as the role of trustees. This chapter summarizes what we have been learning from the FOX community and our subject matter experts over the last year.

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 report highlights the key areas of family office compensation and benefits while providing you with invaluable perspective on your office’s plan relative to your peers.

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 families. In a 2018 FOX survey, more than 80% of respondents reported that they allocate capital directly to investments, bypassing external management, in order to get exposure on their own or through co-investment with other families.