Knowledge Center

Get Exclusive Insights with FOX Research

The FOX Knowledge Center is the place to find exclusive insights, solutions, and resources for the family office industry. For decades, FOX has created and collected a library of thought leadership and research to support industry experts and our members with the tools and resources needed to succeed in an ever-changing climate.

With unparalleled access to the most sophisticated family offices and advisors across the globe, our research and thought leadership delivers unique data sources and practical insights that families, family offices, and wealth advisors rely on consistently.

Every family office is different, but there is much to learn from peers. That is why our research covers a span of offices to ensure that you are getting data that reflects and will help the size and shape of your own.

FOX Content

FOX offers a variety of content, including exclusive research, frequent webcasts, white papers, advisor thinking, and thought leadership from our members. We continue to grow our collection each year, adding valuable content to provide our community with top-notch perspectives to understand the industry's history. We also offer forward-thinking insights so our community can make informed decisions for the future.

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FOX Content
Research
Learn from industry-leading best practices, benchmarking studies, and thought leadership.

Since 1991, the FOX Research Center has designed and implemented best-in-class, standard-setting quantitative studies for the ultra-high-net-worth sector and the family office industry. Central to the FOX mission is the deep study of issues and concerns that members face in leading their families, managing their investments, and operating their offices.

Our research helps families and those around them, where they are in relation to their peers, and serves as an essential tool to make change-worthy decisions to optimize the office.

FOX Research
FOX Research
Research
Learn from industry-leading best practices, benchmarking studies, and thought leadership.

Since 1991, the FOX Research Center has designed and implemented best-in-class, standard-setting quantitative studies for the ultra-high-net-worth sector and the family office industry. Central to the FOX mission is the deep study of issues and concerns that members face in leading their families, managing their investments, and operating their offices.

Our research helps families and those around them, where they are in relation to their peers, and serves as an essential tool to make change-worthy decisions to optimize the office.

Advisor Thinking
Sophisticated, educational material from FOX advisor members.

We gather sophisticated wealth management educational materials from a broad range of industry resources. We carefully curate this extensive collection of advisor thinking to bring you thought leadership that is targeted and pertinent to families, family offices, and their advisors.

The far reach of our advisors allows us to provide education on an extensive range of topics to ensure that our members have access to solutions for any questions they may have. As a FOX Member, you will have access to the full library of advisor thinking content that includes articles, educational videos, and podcasts.

Advisor Thinking
Advisor Thinking
Advisor Thinking
Sophisticated, educational material from FOX advisor members.

We gather sophisticated wealth management educational materials from a broad range of industry resources. We carefully curate this extensive collection of advisor thinking to bring you thought leadership that is targeted and pertinent to families, family offices, and their advisors.

The far reach of our advisors allows us to provide education on an extensive range of topics to ensure that our members have access to solutions for any questions they may have. As a FOX Member, you will have access to the full library of advisor thinking content that includes articles, educational videos, and podcasts.

Presentations
View presentation slides and session materials from FOX events.

Perhaps you attended an event and want to reference something you heard. Or maybe you couldn’t be there and want to see what you missed. If so, you’re in the right place.

Our event presentations are available for replay at your convenience. Go through these information-filled materials at your own pace, share them with your office, and visit them again as needed.

FOX Presentations
FOX Presentations
Presentations
View presentation slides and session materials from FOX events.

Perhaps you attended an event and want to reference something you heard. Or maybe you couldn’t be there and want to see what you missed. If so, you’re in the right place.

Our event presentations are available for replay at your convenience. Go through these information-filled materials at your own pace, share them with your office, and visit them again as needed.

Solution Toolkits
These solutions-based guides are a great place to start when tackling common challenges.
Use these toolkits to gain perspective and quickly identify resources specific to your needs. Our toolkits topics include:
  • Educating Family Members
  • Family Office Compensation and Benefits
  • Family Office Services
  • Family Office Costs
  • Starting a Family Office
  • Multi-Family Office Best Practices
fox solution toolkits
fox solution toolkits
Solution Toolkits
These solutions-based guides are a great place to start when tackling common challenges.
Use these toolkits to gain perspective and quickly identify resources specific to your needs. Our toolkits topics include:
  • Educating Family Members
  • Family Office Compensation and Benefits
  • Family Office Services
  • Family Office Costs
  • Starting a Family Office
  • Multi-Family Office Best Practices
FOXCast
The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum.
In this Podcast, we reveal some of these issues in discussions with Family Office subject-matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.
FOXCast
The issues that come up in a family office or family enterprise are unique to each family and are rarely discussed in a public forum.
In this Podcast, we reveal some of these issues in discussions with Family Office subject-matter experts, family members, and trusted advisors. The podcast gives the listener a taste of how having a FOX membership can transform the way families and their trusted advisors approach ideas like philanthropy, governance, investing, and more.
Member Shared Resource Library
FOX members contribute working documents and tools for other members to use.
Shared templates help you save time and money by learning from the experience of your peers. Get help from others who have already been through the same challenge and give back by sharing solutions that have worked for you.
FOX Member Shared Templates
FOX Member Shared Templates
Member Shared Resource Library
FOX members contribute working documents and tools for other members to use.
Shared templates help you save time and money by learning from the experience of your peers. Get help from others who have already been through the same challenge and give back by sharing solutions that have worked for you.

Public Resources

You do not have to be a FOX member to benefit from our thought leadership. Our public resources offer a curated collection of research, articles, and white papers available for everyone.
The Strategy Checklist
The Strategy Checklist
The Strategy Checklist
Seven Lessons for Private Investors
Seven Lessons for Private Investors
Seven Lessons for Private Investors
The Time is NOW for your Rising Gen
The Time is NOW for your Rising Gen
The Time is NOW for your Rising Gen