Consulting

Helping families realize their vision for the future

Family 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 assets, in an effort to do what is best for the family and best for the business.

The FOX Advisory Services Team brings a fresh and objective perspective that helps families investigate and learn about their future options. Whether through a custom-designed series of programs or a unique individual family process, we start with a focus on the current state of the family. Our proven and disciplined process fosters the collaborative design of future possibilities for success.

 

Advisory Team

Our advisors bring considerable background in wealth management and family dynamics, along with a disciplined process. The team has extensive family office experience as well as access to the broader FOX organization.

Advisory Process

Our team uses a goals-based approach and draws on extensive client experience, FOX research, benchmarking data, and member best practices. Our four-step process is tailored to your immediate and future situation.

Challenges & Solutions

We know that while every family is unique, each faces common obstacles. To address the challenges families face, we work with families and family offices to develop a strategic family office business plan.

Connect With an Advisor

At FOX, we are always available to help you determine which consulting services can help address your organization's most challenging needs.