Consulting
FOX's Family Office Blueprint was phenomenal for us.
It was truly a roadmap for what we needed to do. I can't tell you how many times
we've referred to that document, even two or three years later, for guidance
and historical perspective."
— Edward Lazar
Sunshine Management Services, LLC
A consultant to financial families
for over a decade, FOX has been working closely with private investors in all
aspects related to forming and running state-of-the-art family offices, including
the selection of professional advisors in more than 12 technical disciplines.
The FOX Consulting Group focuses
on helping families identify and prioritize wealth management goals, locate
strategic financial resources, and design their private investment offices to
deliver leading-edge financial services. They assist these families in setting
priorities, establishing a mission, structuring governance, identifying essential
services for staffing, and suggesting alternative structures for managing their
financial assets. Some of the most frequently requested programs and services
are:
- FOX Blueprint™ process
for designing and implementing a new family office.
- Educational programs for
family members about basic wealth management issues and alternatives.
- Finding appropriate advisors
for families, including investment consultants, custodians, trustees and services
from other family offices.
The FOX Blueprint
The FOX Blueprint™ is a unique process of discovery
and analysis for new family offices. It is designed to answer the question "What
can a family office do for my family?" It is a participative process that gives
the family a clear picture of the concept of establishing an office based on
unified goals and objectives. It also reveals financial service alternatives,
staffing needs, and costs related to the family office. If the family decides
to start a dedicated office, the FOX Blueprint™ report then becomes a model
for determining organizational structure, personnel needs, system requirements
for office operation, budget, and cost allocation among family members.
Strategic Advice for Existing Family Offices
For families with wealth management
offices in place, the FOX Wealth Management Consulting Group
serves as a strategic advisor to family offices.
Expert consultants meet face-to-face
with family members and office managers to help set priorities
and expand knowledge on important family and industry issues.
They provide assistance in preparing for and managing family
challenges related to strategic direction, management succession,
financial service enhancements, education, stewardship, and
communication.
FOX consultants conduct confidential
structured assessments of family offices that focus on aspects
critical to success, including quality of services provided,
office operations, systems performance, risk assessment, and
cost/benefit analysis. These projects typically include an
invaluable experience exchange where current office capabilities
are compared to strategies used in other sophisticated family
offices.
The FOX Wealth Management Consulting
Group also serves as facilitator in family group discussions
that cover a broad range of topics including the appropriate
roles for the family office, involvement of the younger generation,
and even the importance of family philanthropy.
Contact FOX
Consulting Group
Join FOX
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