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Benchmarking

This autumn, private family offices from around the world are taking part in the 2011 FOX Global Benchmarking™ Study. By sharing information on their office services, investments and procedures, participants gain comparative data on the practices and operations of their true peers. The resulting analysis and report is the ultimate cooperative study on global family offices.

Limited Opportunity
FOX traditionally conducts this survey every third year so this is a limited opportunity. There is no cost to participate and participation is strictly limited to family offices and wealth-owning families that meet study eligibility to ensure an exclusive focus on a true and comparable peer set.  

What You Will Learn
As a participant, you will receive an unparalleled, industry-leading report detailing the operations of family offices around the world. The report will allow you to answer questions such as:

  • How does our office structure and complexity compare to other family offices?
  • What are the most commonly offered family office services?
  • How does our office budget compare to other family offices?
  • How does our asset allocation and investment performance align with other private offices?

Strictly Confidential
All of your information is strictly confidential and will only be shared in aggregate. No individual survey responses will be shared in any manner. We strongly encourage you to take advantage of this valuable member benefit. 

How to Participate
To participate, please register via this link to get the survey form.