About FOX Consulting

FOX has provided confidential, custom consulting services to ultra wealthy families and family offices for more than 20 years. We provide strategic advice and practical solutions to families as they face the challenges of preserving wealth, especially during periods of transition.

Uniquely Positioned

FOX is in a unique position to bring solutions to our consulting clients by drawing on our member knowledge, original industry research, and intellectual capital – in return, when we help our clients, the broader community benefits.

Serving Families, Family Offices, and Wealth Advisors

In addition to services for families and family offices, FOX provides other types of custom consulting services to wealth advisory firms in the areas of training, business strategy, and custom research.

Long-Term Planning

Is your family or family client going through a significant transition, financial or otherwise? If so, you may benefit from the following services:

  • Strategic planning
  • Family Office Blueprint™
  • Wealth advisor selection
  • Custom education and training modules

Family Office Operations

Do you think your family office could be operating in a more cost effective manner? Are you currently re-thinking the services that the family office will offer to family clients? If so, you may benefit from the following services:

Education

Do family members have varying degrees of knowledge and interest in financial matters? If so, you may benefit from the following services:

  • Custom education and training modules
  • Family meeting facilitation
  • Family Office 101 workshop
  • Family enterprise best practices session
  • Wealth management landscape education
  • FOX Family Education Toolkit, events and webinars

Governance

Does your family have a difficult time making decisions on important financial, family, and philanthropic matters? If so, you may benefit from the following services:

  • Governance system design
  • Family meeting facilitation