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Strategic Advisors

Family Office Exchange Strategic Advisor members are drawn from among the leading organizations in the private wealth industry. A select group of firms are invited to join the FOX community based on their reputation as industry leaders; their ability to become educational partners for the benefit of the FOX members, and their commitment to providing superior service to their clients.
View More Information About Strategic Advisors.

Strategic Advisors

Firm Name Type of Advisor
Chartis Insurance Providers
CTC Consulting, LLC Investment Services
Deutsche Bank Private Wealth Management Bank or Trust Companies
Fiduciary Trust Company International Bank or Trust Companies
GenSpring Family Offices Multi-Family Offices
HUB International Insurance Providers
KPMG LLP * Accounting Firms
National Center for Family Philanthropy Philanthropy Advisors
Nease, Lagana, Eden & Culley, Inc. Insurance Providers
Pictet & Cie * Wealth Management or Advisory Firms
Rockefeller Financial Multi-Family Offices
Threshold Group Multi-Family Offices
U.S. Trust, Bank of America Private Wealth Management Bank or Trust Companies
Wells Fargo Family Wealth Multi-Family Offices