Single Family Office Benchmarking

FOX Single Family Office Benchmarking is the industry’s most in-depth source of operating metrics for family offices. The benchmarking report provides participants with:

  • Excellent support for performance discussions with owners
  • An objective basis for decision making
  • The ability to measure performance against others
 
All participants will receive access to a comprehensive readout of benchmarking results. FOX members will receive enhanced reporting and more customized delivery.
 

Areas of Benchmarking Focus

  • Family office oversight 
  • Complexity and cost  
  • Family office sustainability
  • Ownership, engagement, and governance

Who Should Participate

FOX invites single family offices or virtual single family offices serving families with investible assets of $50 million and greater to participate in FOX Single Family Office Benchmarking. FOX welcomes participation from qualified non-members as data quality and analysis is enhanced by a larger number of participants.
 

How to Participate

  • FOX single family office members will receive an email with instructions for secure access to the questionnaire. If you are a member interested in benchmarking but have not received your instructions 5, please contact us. 
  • Non-members, please call 312-327-1200 or fill out this form to be screened for participation.

Survey Commitment and Support

  • Input will be required from staff members serving in CEO, CFO and CIO roles.
  • FOX encourages participants to complete all portions of the survey. Where necessary, FOX will accept partial responses.
  • Experienced FOX staff members are on standby to support you as you gather data to complete the survey. Please email or call 312-327-1200 if you need advice or assistance.

Timing

  • The 2012 benchmarking survey opens in July and closes September 17
  • Results will be delivered to participants in October 2012