Betsy Whitlow is a Senior Relationship Manager at Family Office Exchange (FOX). In this role, Betsy is passionate and committed to forging partnerships that not only achieve immediate objectives for FOX members, but also align with their long-term legacy goals. She has a deep background in providing family offices and family members with personalized advice about the growth, preservation and transfer of wealth.

She has been working with Family Offices for over twenty years, most recently coming to FOX from a dynamic fifth generation, 150-member, single family office. There she provided advisory services around sophisticated estate tax planning structures, investment strategy, risk management, philanthropy and road mapping the financial future for her clients. She also developed a Rising Gen outreach and education program for the family.

Prior to this, Betsy worked in Northern Trust’s Global Family & Private Investment Office group and BMO Family Office in senior banking relationship roles. In these roles, she acted as both quarterback and chief problem solver for liquidity risk management needs for individual family members, trusts and family offices.

Betsy has been a CFP® since 2007 and to meet the growing needs of her clients, she also became a Retirement Management Advisor® in 2022. Betsy graduated from Wittenberg University in Ohio with a degree in Political Science.