Introducing FOX

Legacy wealth management

Family Office Exchange is a global community of wealthy families and their advisors, pursuing best practices in family wealth management.

FOX is an objective, independent resource

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

FOX offers an informed point of view on approaches to legacy wealth management supported by proprietary research and over 20 years of daily experience working with high net worth families.

FOX identifies best practices

FOX works to identify best practices to help members understand proven ways to address specific issues, saving time and avoiding the learning curve and missteps likely without such guidance.

FOX helps introduce members to peers

FOX connects members to peers with similar interests and issues for productive discussions.

FOX is dedicated to advancing the practice of integrated wealth management by both single family offices and multi-family offices

FOX is dedicated to advancing the practice of integrated wealth management by both single family offices and multi-family offices. FOX also welcomes other advisors and suppliers to learn about the needs of the market. Some FOX events are exclusively for families and family offices. Some are for advisors, and some will have advisors and families working together. Attendee lists are not provided to outside speakers, and any advisors in attendance must adhere to a strict non-solicitation policy.

FOX believes that family offices need clear, objective data

FOX believes that family offices need clear, objective data on which to measure their performance and demonstrate their value to their owners. Therefore FOX conducts comprehensive, semi-annual benchmarking studies of single family offices and, now, multi-family offices which are included in the price of membership.

The approach of FOX is a holistic one

The approach of FOX is a holistic one. We believe that a holistic approach is required to properly care for a family’s wealth and long-term well being. This includes governance, education, investment management, and the business of the family office. People often ask us what differentiates FOX from other organizations serving family offices, and the answer is our broader perspective in addition to our independence. To get a good idea of the breadth of FOX research and programming, consult the index of the wealth management resources in our Knowledge Center.

Global in scope

We participated in the early wave of family office adoption in the U.S. in the 1990s. We established an office in London in 1998 as we expanded to support global families who were looking for FOX networking and research in Europe and Asia/Pacific.

FOX’s independence is reinforced by its private ownership

FOX’s independence is reinforced by its private ownership. We exist solely to serve you. We are not promoting other products or publications; nor do we make speakers pay for their speaking slots. Every specialist and expert we feature at a FOX event or in a FOX webinar is selected for their expertise.

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