Since 1989, wealth owners, family office executives and advisors have relied on Family Office Exchange (FOX) as their trusted, go-to resource for insight and best practices for managing family wealth. Using sound research techniques, FOX provides information about private wealth and philanthropic issues that focuses on owner education, family governance, family office best practices and impactful philanthropic practices.
Insights and Value
Researchers at FOX found that the average U.S. family office coordinates the services of 29 external
advisors.
Explore Wealth Owner Programs
Summer is here and it is time for family meetings. In this program, learn about organizing and conducting effective family meetings using best practices founded on research in actual families’ experiences. Click here to view a sample of
"Family Meetings: Best Practices and
Strategies ."
A FOX Fact
41% of family offices are changing the way in which they approach investment risk.
Best Practices
Best Practice 17: Clear Documentation of Client Goals The family office conducts an annual, comprehensive wealth review with each client to discuss key financial activities to ensure that client expectations are in line with service deliverables. Source: FOX 50 Best Practices for an Enduring Family Enterprise
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