What is FOX’s Family Office Benchmarking?
After years of rigorous investigation into the “metrics that matter” to wealth owners and office managers, Family Office Exchange has developed a customized process to ensure “apples to apples” comparisons. These components of the wealth management process have been carefully considered for direct comparisons, both quantitatively and qualitatively. The depth and specificity of Family Office Benchmarking allows you to have confidence that your office data is compared against the same data from other offices. Leveraging FOX’s vast archive and family office expertise, this effort allows wealth owners and executives to better understand their office performance relative to other family offices in each of the seven areas below.
