Results from the 2014 FOX SFO Benchmarking Study

Please join FOX senior managers Jane Flanagan and Mariann Mihailidis to learn about the key findings from the 2014 FOX Benchmarking Study with highlights from the following best practice areas: Oversight and Governance, Complexity and Cost, Wealth Sustainability, Owner Engagement and Education, Client and Staff Satisfaction. FOX has conducted a peer-based survey to explore the total cost of wealth management and industry compensation and benefits data for most family office positions. The results of this survey not only provide best practices, but also offer a tangible means of demonstrating the value of the family office to the governing board.