From its inception Family Office Exchange has provided its membership
with insights and solutions to the complex issues that surround
families and private investors who create and preserve wealth. Over 15 years
of FOX research on these issues, from investments to effective governance,
is available to you as a member.
FOX Research
Boundaries That Matter: Managing Family Assets Separately from the Family Business
February 2008
Separating the management of personal financial affairs from company affairs is an essential best practice for all business-owning families. This new white paper from FOX outlines the significant benefits that families gain when they establish a separate family office or partner with a wealth management firm that is independent of the operating company. Taking such measures not only provides immediate and long-term tangible value but also protects the family from unnecessary legal and privacy risks. Importantly, this paper also outlines the key steps involved in the separation process to provide families with a road map for successfully managing the transition.
The Enduring Enterprise:
Building a Sustainable Wealth Advisory Business
August 2007
The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, larger financial institutions, accounting and law firms are attracted by strong client population growth rates in the ultra wealthy segment. Although there is tremendous market opportunity and barriers to entry are relatively low, service requirements are extremely complex and competition is intense. This study examines the high-level operational challenges facing wealth advisors and identifies successful business practices of firms that are well-positioned for future growth and profitability.
Preparing the Next Generation for the Responsibilities of Ownership
White Paper
March 2007
The result of one year of research and study with ultra-wealthy families, this landmark report by FOX not only examines the need for thoughtful, intentional preparation for ownership but also provides proven strategies for sustaining family wealth for multiple generations.
This report includes member-generated lists of desirable attitudes and behaviors, a road map of responsible behaviors that family members can emulate, the challenges to responsible ownership and how they can be overcome, and education strategies recommended by members.
The Great Leap Forward: Making Effective Technology Decisions
December 2006
This landmark study describes the current technology landscape for family offices, evaluates the likely future direction of product development and provides the information needed to make a significant systems upgrade.
2006 Recasting the Central Role of the Family Office as Risk Manager
2004 Forging Successful Partnerships in the Face of Conflicts of Interest
The Pursuit of Health Insurance for FOX Members 1995 - 2005
Alternative Investing Practices by Family Enterprises
2002 Wealth Management Cost Study
2002 Family Office Compensation Benchmarking Study
The Global Financial Family: A Study on the State -of-the-Art 1999-2000
Multi-Client Family Office Industry Study (1998)
State of the Industry Survey (1997)
FOX Technology Meeting Summary - January 2002
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FOX Member Surveys
Private Equity Survey
March 2007
Family Office Insurance Survey
October 2006 Survey
Family Office Audit Survey
August 2006 Survey
Family Office Technology Solutions
April 2006 Survey
Family Office Compensation, Benefits and Annual Family Office Performance
December 2005 Survey
Family Office Governing Board: Usage, Roles, Responsibilities and Compensation Practices
October 2005 Survey
Investment Consultant
September 2005 Survey
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