Family Office Exchange - Knowledge Center

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Studies included in membership

FOX Knowledge Center Store

FOX Research Available for Purchase

For the first time, Family Office Exchange is making several of its most popular titles available to non-members. The current selection includes:

50 Best Practices for an Enduring Family Enterprise This comprehensive guide to proven strategies family offices have used to improve nearly all aspects of their operations is an essential reference. It will serve as your go- to resource for practices leading to multi-generational success.
Table of Contents »	Price $4500 USD
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U.S. Family Office Primer: Purposeful Management of Family Wealth This is an essential reference for those who are new to the family office world. Using FOX benchmarking data as its foundation, this primer provides an understanding of the role and work of today’s family office and documents the complexity of today’s wealth management process.
Table of Contents »	Price $2500 USD
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The Cost of Complexity: Understanding Family Office Costs FOX examines the primary challenges of small family offices, including the sustainability of the small office and alternative resource models, the legislative and regulatory environment and its impact on family office entities, and fiduciary responsibilities within financial families.
Table of Contents »	Price $3000 USD
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Recasting the Central Role of the Family Office as Risk Manager This comprehensive resource is designed for family offices that recognize the need for a comprehensive view of risk management. It is an excellent guide to designing and implementing mitigation strategies and measuring results that support the goals of the family.
Table of Contents »	Price $1500 USD
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Innovating to Survive and Thrive: Meeting the Challenge of Small Family Office Sustainability This study provides insight into solutions that are available to small offices struggling to meet service demands. It also informs those who are researching family office structures about the long term considerations of sustainability.
Table of Contents »	Price $2500 USD
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Taking Care of Business: Case Examples of Separating Wealth Management from the Family Business Whether a family is planning to sell their business in the near future, or whether they plan to own and manage the operating company for generations to come, this paper outlines specific steps for making that separation a reality and uses case studies to illustrate the challenges and opportunities.
Table of Contents »	Price $750 USD
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The MFO Enterprise Series
This Enterprise Series provides insight on trends in today’s wealth advisory business, documenting practical application of best practices and identifying key business processes across all major operational areas that will influence a firm’s bottom-line. The series is made up of the following studies, available here:

The Enduring Enterprise: Building a Sustainable Wealth Advisory Business Anyone considering starting a wealth advisory business or wanting to take an existing business to the next level will want to review this study. It covers not only a high level overview of the industry, but also documents the concerns of those participating in the industry today and offers a framework for structuring best practice services.
Table of Contents »	Price $2500 USD
Full Details »

Pricing for Profitability: Pricing Practices in an Evolving Ultra-Wealth Marketplace When it comes to realizing full value from relationships with ultra-wealthy clients, getting the pricing right is essential. This study reveals the best practices and innovative strategies for pricing effectiveness used by leading multi-family offices, private banks and other wealth advisors.
Table of Contents »	Price $2500 USD
Full Details »

Standing Out in the Crowd: Strategies for Marketing, Positioning, and Leveraging Relationships If you’re looking to elevate your brand in the private wealth market, this examination of the state of marketing in the private wealth industry will give you a head start. It includes a detailed explanation of the three essential marketing strategies needed for successful sales outcomes as well as case studies from forward-thinking firms.
Table of Contents »	Price $3500 USD
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The Enterprise Sales Process: Best Practices in Business Development Wealth advisory firms are taking a fresh look at how they approach and staff their sales function to meet the increasing demands for growth. This study provides a thorough examination of industry sales processes and best practices needed to formalize sales strategy and develop related business processes.
Table of Contents »	Price $3500 USD
Full Details »

If you purchase all four of the publications in the MFO Enterprise Series, we will include a complimentary copy of "Best Practices for Leading Wealth Advisors". Package price is $12,000 USD.