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The nature and variety of investment alternatives, ever-changing tax laws and rigorous regulatory constraints make the work of managing multigenerational wealth more complex than ever. The common use of the term “wealth advisor” makes it difficult to distinguish between product providers and independent advisors who are paid to look out...

The process of identifying the right technology solution for your family office can be tough, especially if you don't know where to begin. This complementary whitepaper details the steps you'll need to take.This whitepaper includes:A breakdown of the key business objectives and goals associated with family office technology and softwareA sample fam...

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 Family Office Benchmarking™...

Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports that advance, rather than distract from family members’ long-term goals is extremely challenging. The goal of this white paper is to spark new th...

The shift to a full cloud-based model for infrastructure and application delivery is here for family offices, if they choose to use it. Over the next five years in the wealth management space in total, there will be hybrid and convergence solutions (such as co-source) to provide a transition from ‘onpremise’ to the cloud, especially as legacy vendo...

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, th...