Family Office Exchange

FOX is a membership-based advisory firm that provides research, education, and advice to 500+ members in 22 countries.

FOX is dedicated to advancing the practice of integrated wealth management by both single family offices and multi-family offices. FOX also welcomes other advisors and suppliers to learn about the needs of the market. Some FOX events are exclusively for families and family offices. Some are for advisors, and some will have advisors and families working together. Attendee lists are not provided to outside speakers, and any advisors in attendance must adhere to a strict non-solicitation policy.