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Benchmarking

Each year, Family Office Exchange (FOX) provides a growing number of family office executives with the meaningful, comparative data, including:

  • Operative costs and fee analysis
  • Compensation requirements
  • Investment allocation and returns

Comprehensive Results

To provide an example of how comprehensive our benchmarking studies are, below are results from a 2008 benchmark study, entitled, “How Does Your Family Compare?”

In this study, FOX completed an analytical review of 25 family offices, including structure, costs and service offering against a customised peer group.

Interesting Facts from the study:

  Did You Know?…
  • 64% of staff time is spent on investments, planning and reporting
  • The median family office portfolio is €300 million.
  • The average family office staff is 10 people ? 83% have, or are working on a mission statement
  • The average family office costs per household are €243,000
 

Participate In Our Benchmarking Studies

Our international benchmarking initiative is available to all non-commercial and single family offices. There is no cost to participate. In return for your participation, FOX will give you an individualized report comparing each participating family office with the aggregate metrics from other participants.

The data collected is confidential and will not be published or shared with any external party.

If you are interested in participating, please contact:

Paul Pratt
Managing Partner
Family Office Exchange International
Email: ppratt@familyoffice.com
Tel.: +44 (0) 307 170 4235

See what our members think of the study.