Advisor Directory

Family Wealth Management Advisors

A uniquely curated directory of trusted advisors of family wealth management and lifestyle affairs

Leading Wealth Advisors

Independent, integrated wealth management advisors qualified to serve families with more than $20 million in investable assets.

> Browse Leading Wealth Advisors

Recommended Advisors

Professionals in various disciplines, all recommended by FOX members (excluding financial advisors due to SEC regulations).

> Browse Recommended Advisors

Financial Service Providers

Covering banks, custodians, investment consultants, family wealth management advisors, multi-family offices, and asset managers

> Browse Financial Service Providers

Educators & Facilitators

Experienced in family wealth education and facilities for family retreats and meetings

> Browse Educators & Facilitators

Lifestyle Managers

A wide-ranging category covering aircraft, art, concierge services, staffing, health services, property management, security, travel, and others

> Browse Lifestyle Managers

Philanthropy Advisors

A range of advisors experienced in philanthropy, including education resources, grant managers, and foundation administrators

> Browse Philanthropy Advisors

Professional Services

Family business consultants, attorneys, accountants, and professionals specializing in tax, human resources, and insurance with experience serving families and family offices

> Browse Professional Services

Technology Providers

Software and technology firms with a focus on those that integrate and provide information, and monitor transactions and performance

> Browse Technology Providers

©2015 Family Office Exchange

Chicago +1-312-327-1200

New York+1-646-504-0776

London +44(0)207 520 9443