As families of wealth and their Family Offices consider future success strategies, how ready are they to adapt? To help families prepare for the various stages of changes in the family journey, Dr. Jim Grubman shares the approach he uses—including the application of the Readiness Ruler—in this Q&A with FOX.
The biennial 2020 Compensation and Benefits Report is designed to help family office board members and executives assess the office’s compensation plan. The report highlights key family office compensation and benefits areas, and provides invaluable perspective on your office’s plan relative to your peers.This year’s survey was, o...
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.
Given this period of uncertainty, we are re-releasing two chapters on Managing Uncertainty and Risks in the Enterprise from the 2019 FOX Foresight.
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 ...
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...
In this 2019 edition of FOX Foresight, we review how business owners need to shift shift to an enterprise mindset, and how family offices seek to redefine their role, and as a new generation of family members prepares for leadership in a time of great transformation. FOX Foresight is presented in 7 chapters: Managing Family Enterprises in a...
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...
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...
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...
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 keeps FOX 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 8 chapters: Trend...
FOX’s 2017 study on The Shifting Talent Paradigm: How Advisors Are Redesigning Their Talent Strategy can serve as a great resource for those seeking insights on what is changing the advisor labor market and how they can shape the best talent strategy for their firm. This report is organized into four sections:Executive SummaryThe Shifting Talent Pa...
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset allocation and investment performance, passive versus active investing in long-only equity, 2017 investment trends, benchmarking a multi-asset portfolio, current economic outlook, inves...