Family Office Exchange (FOX) has been providing confidential, custom advisory services for nearly 30 years to enterprising families and family offices. We provide strategic advice and practical solutions to families as they navigate the challenges of managing substantial business and financial assets, in an effort to do what is best for the family and best for the business.

The FOX Advisory Services Team brings a fresh and objective perspective that helps families investigate and learn about their future options. Whether through a custom-designed series of programs or a unique individual family process, we start with a focus on the current state of the family. Our proven and disciplined process fosters the collaborative design of future possibilities for success.