Our History
A History of Excellence
More than 30 years ago, Sara Hamilton recognized that family wealth ownership is a complex and unique undertaking that needs thoughtful planning and execution. So she founded FOX in 1989 as a peer network for family office owners and executives facing common challenges but without shared, trusted platform to learn from each other.
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Within a decade, FOX established itself as the go-to organization for owners and operators seeking unbiased education about managing their family enterprise and passing wealth successfully to future generations. |
Advisors joined the FOX community shortly after that to gain access to the same peer sharing, education, and insights, and to offer their unique contribution to the membership, given their critical role in service and partnering with families. |
Over 30 years of FOX
Over three decades, FOX has served as an industry advocate, a source of education and training for family members, office staff, and their advisors, and a platform for sharing enterprise best practices for preserving family values and family wealth.
Since 1989, we have supported families and those surrounding them with the tools needed to succeed, optimized family offices, and provided much-needed guidance throughout a family’s journey. Like many families we work with, we have evolved and are ever-changing to meet the growing needs of the industry and the families we serve.
Our Industry Impact
1989
- Sara Hamilton founded FOX, a networking center to connect family office executives who were "reinventing the wheel".
1990
- Changed industry pricing patterns with a study on master custody costs.
1991
- Hosted first Global Investment Forum for the family office industry.
- Conducted first Investment Survey of 100 Families with assets greater than $100 million.
- Established executive recruiting practice to find qualified family office executives.
1993
- Launched first Family Office Benchmarking Study.
- Launched the first venture capital fund of funds for family offices, which became FLAG Venture Partners.
1997
- Acquired familyoffice.com and launched FOX website to provide membership resources.
1999
- Launched first global online network to allow family offices to ask questions, share knowledge, templates, and documents.
- Published the first comparative study of leading European and US family offices.
2012
- Launched FOX Capital to support direct investing families (through 2014).
2017
- Launched FOX Rising GEN focused on networking and education.
2019
- Launched FOX Global Institute for Enterprise Families to deepen research expertise.
2020
- To meet the demand brought by the COVID-19 Pandemic, FOX moves to virtual programming allowing for increased accessibility to clients.
2021
- FOX releases the Family Learning Handbook to assist families at all stages of family learning.
2022
- FOX introduces the Family Advisor Training Program to educate advisors on the skills needed to serve families in an ever-evolving landscape.
For the past 30+ years, FOX has been the industry leader in the family office space, thanks to our team's unparalleled depth of talent and collective knowledge.
Community is important to us. That is why our team works hard to collaborate on solutions to help you and your families. Our all-encompassing approach to service means that throughout your time at FOX, you will be exposed to subject matter experts from every facet of the industry who will be familiar with your unique family and the challenges you face.
For the past 30+ years, FOX has been the industry leader in the family office space, thanks to our team's unparalleled depth of talent and collective knowledge.
Community is important to us. That is why our team works hard to collaborate on solutions to help you and your families. Our all-encompassing approach to service means that throughout your time at FOX, you will be exposed to subject matter experts from every facet of the industry who will be familiar with your unique family and the challenges you face.
With over 20 subject matter experts, FOX remains one of the top thought leaders in our industry. Visit our press center to see FOX speaking about trends and issues affecting the industry.
Our subject matter experts are industry leaders with decades of experience and knowledge. If you would like to speak to any of our experts, please visit our press page for more information. While you are there, check out our collection of press mentions filled with sources of industry trends, foresight, and actionable advice for wealth owners, advisors, and knowledge seekers.
With over 20 subject matter experts, FOX remains one of the top thought leaders in our industry. Visit our press center to see FOX speaking about trends and issues affecting the industry.
Our subject matter experts are industry leaders with decades of experience and knowledge. If you would like to speak to any of our experts, please visit our press page for more information. While you are there, check out our collection of press mentions filled with sources of industry trends, foresight, and actionable advice for wealth owners, advisors, and knowledge seekers.