For 20 years, Family Office Exchange (FOX) has been at the forefront of delivering meaningful and unique research that family offices, multi-family offices and wealth management professionals use every day with their clients. We have one of the most comprehensive selections of research reports in the industry developed by a team of FOX experts with over a century of collective experience. Our research represents what is most important to our membership and is often sought by leading experts and thought leaders around the globe. We ensure our cutting-edge research, proprietary data and industry case studies are always at your fingertips.
Our research represents what is most important to our membership and is often sought by leading experts and thought leaders around the globe.
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 A Family Case Study: Selecting the Right Wealth Advisor (November, 2008)
How do you select the right advisor? Thoughtful consideration of service needs across the family, an informed processes of selection, and precise communication and family involvement are keys to successful selection. This seminal case study draws from the step-by-step approach of the Wilson Family (pseudonym) as they navigated and crafted arguably the best practice in advisor selection. The study charts the step-by-step approach inclusive of:
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• A complete assessment of potential advisors
• Detailed comparison of final candidates
• Key family communications to align all family members in support of final decision
• Key questions you should ask
• Processes for all the steps in the critical path to selection |
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There is no better time than the present for ultra-wealthy individuals and their advisors to re-evaluate their investment strategies and risks. The expert team at FOX provides results of a comprehensive survey of family offices that highlights:
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• How investor thinking has changed
• What investment strategy adjustments are being made
• How existing and emerging risks are being navigated
• How this shift in thinking will impact the advisor-client relationship
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These insights help shape the important investment-related decisions that wealth owners and offices are making during this time of financial crisis. |
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Whether a family plans to maintain ownership of a business for generations to come or anticipates selling the company in the short term, the ability to preserve wealth across future generations can be an overwhelming task. In our work with over 200 business-owning families, research shows separating your personal affairs from your company affairs leads to greater success for the family and the business. This study will help you to:
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• Isolate the risks of co-mingling personal and business affairs
• Apply process to separating personal wealth management from business operations
• Identify and establish a long-term relationship with an independent resource dedicated to the management and preservation of the family wealth
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This whitepaper is an adaptation of the FOX research paper, “Boundaries That Matter: Managing Family Assets Separately from the Family Business” (February 2008). |
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The Family Office Primer: Purposeful Management of Family Wealth
(September 2009)
FOX’s newest resource, ”The Family Office Primer: Purposeful Management of Family Wealth,” is a helpful teaching tool for families who are new to the world of wealth management as well as for established offices that need a way to explain their role and work to younger family members and/or new clients of the office. |
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50 Best Practices for an Enduring Family
Enterprise (December, 2008)
This effort chronicles proven strategies and
approaches that other family offices have used to
improve nearly all aspects of their operations. Our
50 Best Practices Summary highlights the practices that have the
greatest impact on multi-generational success in the family office
environment. This reference will serve as the go-to guide for:
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• Ideas on how to develop a family office structure for future
generations
• Proven practices that your management team and governing
board can use
• Help to prioritize your action steps and encourage
meaningful discussions among your management team |
Our team of research experts documents each of these best
practices using case studies, exhibits and peer benchmarking
data to assist you in assessing the relative importance and state
of each practice in your office.
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| To see a complete index of our Research, click here |
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Family Office Survey on Investment Practices:
Investing Amid Uncertainty (October, 2008) 
Protecting the Future: Separating the Management of Family Business and Family Wealth (August, 2008)
