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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 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...
Media Inquiriespress@familyoffice.com312.327.1200Media KitFor more information about FOX, please see our Media Kit.
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...
Sara Hamilton founded FOX in 1989 as a peer network for families seeking an objective financial education about passing wealth successfully to future generations. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara Hamilton witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families had bec...
[Need to add photos] Sara Hamilton, Founder and CEO A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one o...
FOX conducts the only comprehensive benchmarking in the industry with separate studies for single family offices and multi-family offices. FOX pioneered family office benchmarking, with the first study fielded in 1991, in order to give family office executives insights into how others were approaching the structure and service offering of their ...
Over the years, FOX research has focused on key topics that support modern family office management.Examples of FOX thought leadershipSustaining the wealth over generationsRisk assessment and mitigationMeasuring the value of the family office and outside advisorsEnterprise best practices and benchmarkingFamily legacy planningEffective governance an...
The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market. For information about joining this Counci...
The FOX Strategic CIO Council is a unique, professional network of successful family CIOs who gather to share knowledge, discuss experiences, and gain insights. This is a carefully selected group of family offices that use a best-in-class approach to selecting and managing investments. The purpose of this council is to elevate the professional a...
The FOX Multi-Family Office Council (MFO) is comprised of chief executives of sophisticated multi-family offices of varying sizes and structures, all dedicated to the delivery of fully integrated wealth management solutions. This council collaboratively addresses the challenges of building profitable advisory businesses while influencing...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Family Enterprise Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.