Who Should Join?

How FOX serves a variety of members – from those just beginning to explore a family office to the most sophisticated, multi-generational families

Here are insights into how people in varied situations and positions use FOX 

Private Investors

When families accumulate enough wealth that requires serious management, they turn to FOX.

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Families in Transition

Family transitions such as a generational transition, a rift in family governance, or the sale of a business, can present significant challenges.

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Owners of a Family Business

Business owners have dual needs of managing the family business while also managing the business of the family.

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Family Office Executives

Family office executives need to stay abreast of the latest best practices and comparative metrics.

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Wealth Advisors

Wealth advisors need insights into the concerns of families of wealth as well as the latest on running wealth advisory businesses.

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Other Advisors and Experts

Families of wealth require a broad range of advisory services beyond wealth management.

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