FOX Foresight – Voice of the Wealth Owner outlines what challenges and inspires family leaders and family office executives in the best and brightest family enterprises around the world. It summarizes what we have been learning from the FOX community and our subject matter experts over the last year. Please share it broadly within your fa...
FOX Foresight – Appeal of Direct Investing shows the growing interest in private company investments. It tells the story of families who are pursuing this opportunity, highlighting the top themes from FOX's research and ongoing conversations with FOX members. It summarizes what we have been learning from the FOX community and our subject matter exp...
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment te...
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an enormous transfer of wealth, monetization of private businesses, and a new workforce that will define the future.By pairing findings from the 2018 FOX Mu...
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.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...
FOX Foresight keeps members up to date on the latest thinking on matters that affect enterprise families. It summarizes what we have been learning from our members and our subject matter experts over the last year. Please share it broadly within your family, your office, and your advisors.FOX Foresight is presented in 7 chapters:Managing ...
Family Enterprises face an increasingly uncertain and risky world owing to developments in the economy, geopolitics, financial markets, technology, and industry competition. In order to navigate this turbulent paradigm, it is crucial for family enterprises to develop a culture of creativity and vitality that will allow them to adapt, be resilient, ...
Once a family recognizes they own and manage a complex range of endeavors, the family leaders need to look strategically across the enterprise at where opportunities and risks exist. They should then assess where the opportunities and risks exist and how to allocate capital to the best alternatives. This article identifies the most common risk fact...
We hear a lot today about the cybersecurity risks we face but to protect our families, it’s crucial not to forget the importance of effectively managing personal and physical security. In this chapter, we explore a risk-based approach to the personal and physical dimensions of family security and offer actionable insights you can put into pra...
Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approaches to building investment portfolios.
The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference for you and your colleagues. Key insights in this year’s study include the following:Despite market volatility, revenues and sales grew briskly in 2018.Increasingly firms have...
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise. Complexity and risk are inevitable consequences of building and perpetuating wealth. Therefore, the issue at stake for families of wealth is not risk ...
Given this period of uncertainty, we are re-releasing two chapters on Managing Uncertainty and Risks in the Enterprise from the 2019 FOX Foresight.
We hope you and your families are safe and healthy as we navigate this challenging time together. FOX stands ready to help you. As place to start, our Crisis Checklist for the Family Office identifies critical issues and actions your office may need to consider.
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.