The FOX consulting team has worked with more than 200 family groups and wealth advisors to bring processes and customized solutions to the challenges of preserving family wealth. We understand the complex needs of our member community and industry best practices, which makes us uniquely qualified to assist wealth owners and family office executives in the design and/or enhancement of their family office, and to navigate challenging transitions.
Customized Consulting Services
Do you need consulting?
Is your family or client going through a significant transition, financial or otherwise?
Do you think your family office is operating in the most cost-effective way that it can?
Do you know if your family clients are satisfied with the services the family office and its advisors are providing?
Are you currently re-thinking the services that the family office will offer to family clients?
If you answered “yes” to one of these questions, then FOX Consulting Services may be able to
help you!
Our consulting team provides customized solutions based on each client’s specific needs:
We assist wealth owners with new liquidity in answering the proverbial question, "Now, what
should I do?"
Our proprietary family continuity and governance planning processes help families develop and document their vision and strategic plan for the family and the family office.
We help wealth owners and their key advisors establish their own family office.
We work with family leaders to evaluate the performance of their office relative to the family's needs.
Each consulting engagement is unique and developed specifically to address the needs of your family.
To get started, please contact Karen Neal, Managing Director – Consulting at 312.327.1283, or kneal@familyoffice.com.
