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FOX Research

FOX Research

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 Archive

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.

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

 

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