3 Keys to Creating a Sustainable Family Office

Overview

The tremendous surge in wealth has made it more challenging to establish a sustainable and successful family office, as revealed in the 2023 FOX Family Office Benchmarking Study. However, this research brief shows that a sustainable family office can be within reach when there is thoughtful planning that incorporates three key ingredients: strong governance, a focus on leadership and succession planning, and a dedication to learning and development.

         
   
This research brief is available to FOX members and registered public network guests. If you have not yet signed up for guest credentials, you can do so here. A guest account provides limited access to the Family Office Exchange (FOX) website and the opportunity to subscribe to our FOXConnects newsletter to help you stay informed of developments in the family office industry.
   
         

FOX Research

Research Brief 2023 Family Office Benchmarking