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Over the years, FOX research has focused on key topics that support modern family office management.Examples of FOX thought leadershipSustaining the wealth over generationsRisk assessment and mitigationMeasuring the value of the family office and outside advisorsEnterprise best practices and benchmarkingFamily legacy planningEffective governance an...
FOX conducts the only comprehensive benchmarking in the industry with separate studies for single family offices and multi-family offices. FOX pioneered family office benchmarking, with the first study fielded in 1991, in order to give family office executives insights into how others were approaching the structure and service offering of their ...
[Need to add photos] Sara Hamilton, Founder and CEO A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one o...
Sara Hamilton founded FOX in 1989 as a peer network for families seeking an objective financial education about passing wealth successfully to future generations. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara Hamilton witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families had bec...