Jay Cowles, Chairman and CEO at Private Wealth ManagementJay is a fifth-generation family member who serves as CEO of a single family office that manages 125 trusts for about 75 family members. The office helps family trustees and beneficiaries by engaging and supervising the work of outside professionals while having a small staff that deals direc...
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Media Inquiriespress@familyoffice.com312.327.1200Media KitFor more information about FOX, please see our Media Kit.
FOX is an objective, independent resource to help high-net-worth families, family office executives, and their advisors more effectively discharge their responsibilities as managers of family wealth and well-being. FOX offers an informed point of view on approaches to wealth management supported by proprietary research and over twenty years of dai...
Working at Family Office Exchange (FOX) will provide an opportunity to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with objective guidance, continuous learning, and a confidential space for peer exchange. At FOX, you will join a team dedicated to three key pillar...
FOX offers benefits specifically tailored for family offices and private investor members or for advisors. Select the category that is appropriate for you.
For full details on the types of membership available, select your category.
Elevate your skillsBelonging to FOX will improve your skills as manager of your family’s wealth.Expand your horizonsFOX will expose you to best practices, elevating the possibilities of what you can be doing.Find out what you don't knowFOX will introduce you to aspects of your responsibilities that you probably would not think of on your own.Make y...
While FOX historically has been an exclusively membership based organization, the demand for our insights into how best to manage family wealth has grown substantially, and the advent of new digital technology has made it possible for us to offer elements of our knowledge to the greater web community.After registering for the FOX Public Network, yo...
Here are insights into how people in varied situations and positions use FOX
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Q. What is Family Office Exchange?A. Family Office Exchange (FOX) is the world’s first peer to peer network for ultra wealthy families and is the leading authority related to families of substantial wealth. With more than 25 years of experience, and a staff of 40 people based in Chicago, New York, San Francisco, Madrid, Spain, and Sydney, Australia...
Helping families realize their vision for the futureFamily 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 ass...
Our advisors bring to bear considerable experience and a proven, disciplined process. The advisory team includes a team of professionals with extensive family office client experience and complementary skill sets, as well as access to the broader FOX organization.Scott Winget, Market Leader, Enterprise FamiliesScott Winget is the market leader...
Our four-step process is tailored to your immediate situation and future needs.1. Fact FindingWe start with a review of documents and interviews with family members, family office staff, and key advisors to gain insights about the family’s financial goals and objectives for the future and the complexities of the family’s needs.2. Evaluation and Int...