Case Studies Home

FOX members each have their own unique needs and challenges to managing their wealth. For the past 25 years, we have helped many wealth owners and families discover improved ways to handle their wealth. Read more about some of the ways that your FOX membership can work for you.

	Who did a mature family office turn to when they wanted to outsource its accounting function? When a mature family office wanted to outsource its entire accounting function, they turned to FOX for guidance and recommendations. A family office that has been in existence for six years wanted to streamline its accounting activities by working with an A-level accounting firm to handle all of their accounting needs.
	How did an international family office get started to open a new office in the U.S.? When a brand new international family office wanted to set up operations in the U.S. before the family arrived, they asked FOX to help them determine what needed to be done to make the transition seamless as possible.
	Who was the go-to-resource for a family office that needed guidance on how to hire new staff? An established family office in need of hiring a new CIO from the Hedge Fund profession called upon FOX experts to help craft a compelling employment offer.
	How did a business-owning family take the first step to sell their company? A business-owning family contacted FOX to help get a new CFO up to speed on issues prior to the sale of their company.