Research

Research and Benchmarking
WHAT WE DO

Research and Benchmarking

The FOX Research Center

Since 1991, the FOX Research Center has designed and implemented best-in-class, standard-setting quantitative studies for the ultra-high-net-worth sector and the family office industry. Learn from industry-leading best practices, benchmarking studies, and thought leadership from our vast collection of resources.

Focusing research efforts on the unique needs, practices, and preferences of ultra-high-net-worth families, family offices, and advisors. FOX’s research team delivers unique data collected from the most sophisticated family offices and advisors globally and converts them into practical, actionable insights.

Our research is a vital resource for participants to see where they stand among their peers. Given our access to such a dedicated community, these resources are the perfect tool for families, family office executives, and advisors to see trends in the industry and provide objective guidance as they make decisions for the future.

About Our Studies

Central to the FOX mission is the deep study of members' issues and concerns in leading their families, managing their investments, and operating their offices. FOX's proprietary research focused on families of wealth and family offices includes universally respected and highly anticipated industry studies.

Family Office Compensation and Benefits provides detailed compensation information for 20 key family office positions, along with current practices and trends in total-rewards compensation, family office benefits, and employee engagement and retention.

Closed

Study is currently closed. Contact research@familyoffice.com to participate in the next study.

Running a Family Office tracks vital metrics for running a successful family office, including staffing, services offered, advisor usage, governance, cost of wealth management, philanthropy, and the technology supporting family office operations.

Closed

Study is currently closed. Contact research@familyoffice.com to participate in the next study.

Family Office Global Investment Practices looks at asset allocation, portfolio performance, and investing trends among family offices.

Closed

Study is currently closed. Contact research@familyoffice.com to participate in the next study.

Family Office Complexity Assessment (or FOX Complexity Study) measures over 35 metrics that cover family structure and governance, financial operations, and investment processes and performance to help families and family offices understand how their structure and services influence cost and complexity, and how they compare to their peers.

Open

Study is currently open. Contact research@familyoffice.com to participate.

Family Office Advisors Update provides multi-family offices and wealth advisors with up-to-date perspectives on the industry and the operations and performance of their peers.

Closed

Study is currently closed. Contact research@familyoffice.com to participate in the next study.

Participate in Future Research