Challenges & Solutions

The FOX Advisory Services Team brings a fresh and objective perspective that helps families investigate and learn about their future options. Whether through a custom-designed series of programs or a unique individual family process, we start with a focus on the current state of the family. Our proven and disciplined process fosters the collaborative design of future possibilities for success.

Solution: Understanding the options

Sustaining family enterprise growth requires the ability to plan objectively for the long term with an understanding of the risks and opportunities faced by the collective family. FOX utilizes family interviews and input on current goals and challenges to collaborate in building a long-term plan for the family enterprise.

Solution: Custom education and training

Sustaining family enterprise growth requires the ability to plan objectively for the long term with an understanding of the risks and opportunities faced by the collective family. FOX utilizes family interviews and input on current goals and challenges to collaborate in building a long-term plan for the family enterprise.

Solution: Long-term strategic planning

Creating a roadmap for the future requires building upon the current state of the family’s activities to develop dynamic long-term plans where growth opportunities are seized, key talent is engaged and family governance is impactful.

Solution: Family office design and integration

The FOX Family Office BlueprintTM provides a custom family office design template including service menu, operating structure, budgets, guidelines for investment processes and options for wealth advisor selection.