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FOX Consulting Services
Consulting tailored to your needs …
For Advisor Firms
Wealth Management Market Review
This seminar provides advisor firms with an overview of the history, structure
and trends in the multi-family office and family office markets. Our consultants
help you understand the issues and needs of these market segments and offer
basic guidance in developing appropriate and effective products and services.
FOX can also create customized reports addressing specific issues or questions
you might have.
Marketing Strategy and Positioning
FOX's consultants can help you better position your firm relative to other advisors
and become more effective in serving family offices. Find out what benefits
and characteristics differentiate you from your competition and how to leverage
them to your advantage. FOX can also work with you to enhance your messaging
and more effectively target your audience. Tap into our unique insight into
the family office market and our ideas for improving the products and services
that are delivered to families of wealth.
Compensation Consulting
FOX offers a range of services in this area, including education and perspective
on compensation structure and levels. We can provide a benchmark of your compensation
levels compared with your peers, including data for specific positions. We can
also work with you on a full compensation design, structuring a plan that includes
base compensation, short-term incentives/bonuses and long-term/deferred compensation.
Besides making recommendations on levels of compensation, FOX provides methodology
for studying objectives and measuring progress.
Contact
FOX for Consulting Services Information
For Multi-Family Offices
MFO Feasibility Analysis
This service is for offices that are considering moving to an MFO structure.
FOX can help your organization determine your strengths and steps for developing
an integrated services business strategy. We'll also guide you on what you would
need to be competitive whether to outsource services or add internal resources,
for example.
MFO Quality Audit
FOX consultants can evaluate the components of your operation to give you a
better understanding of your objectives and determine your effectiveness. We'll
help you achieve best-of-class standards through proactive approaches that will
transition you into the next stage. Whether you're rethinking your investment
strategies or considering an expansion of services, FOX can provide the focus
and insight you need.
MFO Business Practices Benchmarking
Through this service, FOX can measure your performance relative to your peers
on multiple levels. Our Multi-Family Office Benchmark Assessment examines a
variety of metrics and performance measures, such as assets administered, scope
of services, fees, revenue growth and profitability, professional team composition
and productivity. A customized report showing how your firm ranks among your
peers and the universe of benchmarked firms will help you better understand
your business performance and position in the marketplace. The process includes
a comprehensive data gathering process, analyses developed by FOX specifically
for multi-family office firms and an on-site review.
Contact
FOX for Consulting Services Information
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