Resilient enterprise families have learned how to see beyond the crisis at hand to find the opportunities hidden underneath.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors.
Fox Research
Family offices left 2020 looking very different than the way they entered it. We capture the changes we saw and project the changes to come.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
Family wealth preservation is not guaranteed simply by effectively managing a family’s wealth. The most successful multigenerational families all share five key attributes.FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
Private trust companies; profits interest structures; direct investments. The world of family wealth management is getting more complex all the time. As families and their office management teams evolve and learn best practices, there is a natural tendency to add more complexity to their structure and operations. Recently, we’ve seen this movement exhibit itself in several ways.Click here if you would like to participate in the survey.
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:
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to trusted business executives. Ostensibly practical, this approach can result in a loss of critical long-term financial benefits as well as expose the family to unnecessary legal and privacy risks.
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors.2021 FOX Foresight is presented in 7 chapters:
The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX research data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations. The Guide includes:
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.