2017 FOX Family Office Study (Executive Summary)

Overview

The study explores several components instrumental to the operations of a family office such as cost of services, governance structure, strategy and risk management and education. The report is designed to help family office executives and board members evaluate the office’s performance relative to 103 family office peers.

First launched in 1991, the FOX Family Office Study is the longest running study of its kind and the only one that provides participants with a  comprehensive report designed to articulate the value of the office.

The complete 84-page version of this report is available to family office members of FOX here. Non-FOX members can download the Executive Summary version by completing the form below. 

Public Resources