Each family office has a unique focus defined by the family’s goals, the goals for the office, how the staff spends its time, and whether the services are delivered by in-house staff or by external advisors. We have identified common office types and have found that many Family Office Exchange members describe themselves as a combination of two (or...
A family office is the organization that is created, often after the sale of family business or realization of significant liquidity, to support the financial needs of a specific family group. No formal data exists, but we estimate that there are between 2500 and 5000 family offices in the U.S. and believe that another 6000 exist informally inside ...
FOX has provided confidential, custom consulting services to ultra wealthy families and family offices for more than 20 years. We provide strategic advice and practical solutions to families as they face the challenges of preserving wealth, especially during periods of transition.Uniquely PositionedFOX is in a unique position to bring solutions to ...
At FOX, we help your family address the challenges of sustaining wealth with practical solutions. We know that while every family is unique, they face the same obstacles. To address these challenges we work with families and family offices to develop a long-term intentional strategic plan for the family.The most common challenges families of wealth...
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...
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...
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...
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...
section.col-sm-12.col-md-9 { float: none; margin: 0 auto; } aside.col-md-3.sidebar-left { display: none; } section#block-views-webforms-block-1 { margin: 0 auto !important; }
Here are insights into how people in varied situations and positions use FOX
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...
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...
For full details on the types of membership available, select your category.
FOX offers benefits specifically tailored for family offices and private investor members or for advisors. Select the category that is appropriate for you.