Resource Search

This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business. The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction of Ultra High Net Worth (UHNW) business. The report is presented in three sections, with key takeaways identified for each as follows:

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report also includes how direct investing families were able to navigate through 2020 and how impact investing is gaining traction among ultra-wealthy families.

The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers.

Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the current climate’s effect on direct and economic drivers? Do you have different forecasting scenarios to navigate out of the uncertainty? The following will help surface key insights so you can evaluate the state of your direct investment portfolio.

In time of crisis, it’s crucial to keep your focus and priorities straight, while ensuring all stakeholders are informed. Consider the following as you steer your family and business through unchartered territory.

Given this period of uncertainty, we are re-releasing two chapters on Managing Uncertainty and Risks in the Enterprise from the 2019 FOX Foresight.

Meet Families of Impact Today’s families look very different than the ones of thirty years ago. “Business as usual” is no longer enough. To thrive in the future, families must prepare themselves for dramatic change.

The Future of Social Impact InvestingImpact investing engages approximately 20 percent of FOX members. But misconceptions still exist. We’ve unearthed some realities, such as: you don’t have to sacrifice doing well while doing good.