FOX Data Usage Policy
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Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on networking, continuous learning, and objective guidance. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 27 countries who utilize FOX’s resources.
- Founded in 1989 by Sara Hamilton
- Locations in Chicago, New York, San Francisco, Madrid, and Sydney
- 46 employees
- 500+ members globally
- Members in 27 countries, 43 states in the U.S.
- Runs peer networks, events, workshops, primary research (leading to best practices, benchmarking, investment performance, compensation), and online discussions
- Known for pioneering thought leadership on the following topics:
- Sustaining the wealth over generations
- Risk assessment and mitigation
- Measuring the value of the family office and outside advisors
- Enterprise best practices and benchmarking
- Family legacy planning
- Effective governance and structure
- Responsible ownership
- Younger generation education
- Utilizing private family trust companies as a long term governance tool
- The advantages of long term strategies in investing
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