6 Areas of Focus
The power of benchmarking data starts with the data collected from the family office. FOX takes the complexity of wealth management and organizes it into seven areas of focus or “sections” that comprise the benchmarking questionnaire. All data is managed with the highest level of integrity and confidentiality.
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A. |
Number of Clients Served |
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B. |
Origin of Family Assets |
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C. |
Value of Family Assets |
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D. |
Family Governance |
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E. |
Owner Education |
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A.
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Family Office Characteristics
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B. |
Family Office Legal Structure |
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C. |
Annual Office Priorities and Measures of Success |
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D. |
Family Office Governance |
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E. |
Office Staffing |
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F. |
Accounting Entities Supported |
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G. |
Family Trusts |
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H. |
Use of External Advisors |
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I. |
Focus on Family Philanthropy |
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A. |
Office Services and
Satisfaction Levels |
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B. |
Asset Allocation Profile |
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C. |
Accounting and
Tax Transactions |
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D. |
Client Financial Reporting |
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A. |
Investment Oversight |
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B. |
Investment Strategy |
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C. |
Investment Performance Reporting |
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D. |
Investment Performance
and Fees |
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E. |
Family Spending Rates |
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A. |
Internal Costs |
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B. |
External Professional Fees |
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A. |
Staff Compensation |
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B. |
Time Allocation by Position |
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C. |
Professional Background |
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D. |
Group Insurance |
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