What is a Family Office?A family office is the organization a family creates, often after the sale of a family business or another realization of significant liquidity, to support the financial needs of a specific family. While no formal data exists, we estimate there are between 2,500 and 6,000 family offices in the United States, and th...
We have the answers
Search Results
Some family offices offer strictly strategic and investment services while others offer everything from strategic philanthropy to convenience services. Below is a list of family office services that are commonly provided. For more details, see 50 Best Practices for an Enduring Family Enterprise and Family Office Primer: Purposeful Management o...
FOX is an objective, independent resource to help high-net-worth families, family office executives, and their advisors more effectively discharge their responsibilities as managers of family wealth and well-being.FOX offers an informed point of view on approaches to legacy wealth management supported by proprietary research and over twenty years o...
Find answers about sustaining the family enterprise and assuring the well-being of family members into the future. Power of the NetworkFounded in 1989, the FOX community now includes over 380 family groups from 24 countries. This community of family members, family office executives, and trusted advisors was created as a way to make i...
Come learn with usMastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as...FOX Forums are multi-day conferences where members gather to hear world renowned experts, review the latest FOX research, meet in co...
Come learn with usMastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as...FOX Roundtables – meetings in such major cities as London, Frankfurt, Zurich, Sydney, and Melbourne where you can hear new...
Come learn with usMastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as:FOX Forums are multi-day conferences where members gather to hear world-renowned experts, review the latest FOX research, meet in confidenti...
Come learn with usMastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as:Focused, single-topic workshops, usually lasting 1½ daysAn online archive of FOX research and curated industry articles Live online pre...
Membership Categories CouncilFamily OfficePrivate InvestorDigital SubscriberFOX Wealth Center Website Accounts for all office staff and family members Single account FOX Access Services and Discounts Consultation and Peer Advice &...
Membership Categories Global Family CouncilFamily OfficePrivate InvestorDigital SubscriberFOX Wealth Center Website Accounts for all office staff and family members Single account FOX Access Services and Discounts Consultation and Peer Advice ...
There are ten councils, each a selective group of compatible and complimentary professionals who face similar challenges.FOX Client Service Council™ Established 2015Client-facing employees of both single and multi-family offices that are responsible for delivering a broad, integrated service experience to family member clientsFOX Executiv...