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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
AIG Investments Money Managers
     AIG Investments Money Managers
     AIG Investments Money Managers
     AIG Investments Money Managers
     AIG Investments Money Managers
Barclays Global Investors Money Managers
     Barclays Global Investors Money Managers
Bombardier Flexjet Specialty Services
Butterfield Bank (Guernsey) Limited * Wealth Management or Advisory Firms
     Butterfield Bank (Guernsey) Limited Investment Services
     Butterfield Bank (Guernsey) Limited – Custody Services Bank or Trust Companies
     Butterfield Bank (Guernsey) Limited –Services to Family Offices Wealth Management or Advisory Firms
     Butterfield Fund Services (Guernsey) Limited Wealth Management or Advisory Firms
     Butterfield Trust (Guernsey) Limited - Fiduciary Services Wealth Management or Advisory Firms
Convergent Wealth Advisors Investment Services
     Lydian Wealth Management Investment Services
CTC Consulting, LLC Investment Services
     CTC Consulting, LLC Investment Services
Deutsche Bank Private Wealth Management Bank or Trust Companies
     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
Morgan Stanley Trust, NA Bank or Trust Companies
     Morgan Stanley Trust, NA Bank or Trust Companies
National Center for Family Philanthropy Philanthropy Advisors
     NCFP - Family Philanthropy Online Philanthropy Advisors
Nease, Lagana, Eden & Culley, Inc. Insurance Providers
     Nease, Lagana - Family Business Advisors Family Business Advisors
     Nease, Lagana - Insurance Broker Insurance Providers
     Nease, Lagana - Philanthropy Advisors Philanthropy Advisors
     Nease, Lagana - Specialty Services Specialty Services
Pictet & Cie * Wealth Management or Advisory Firms
Threshold Group Multi-Family Offices
     Threshold Group Multi-Family Offices
     Threshold Group - Family Office Services Multi-Family Offices
     Threshold Group - Investment Advisory Services Multi-Family Offices
U.S. Trust, Bank of America Private Wealth Management Bank or Trust Companies
     United States Trust Company, N.A. Bank or Trust Companies
     United States Trust Company, N.A. - Investment Management Multi-Family Offices
     United States Trust Company, N.A. - Multi-Family Office Multi-Family Offices
     United States Trust Company, N.A. - Clientwebstation™ Bank or Trust Companies
     United States Trust Company, N.A. - Trustee for Family Assets Bank or Trust Companies
VermogensGroep * Wealth Management or Advisory Firms
Wells Fargo Bank Wealth Management or Advisory Firms
     Wells Fargo Family Wealth Group Wealth Management or Advisory Firms
     Wells Fargo Family Wealth Group Wealth Management or Advisory Firms
Wilmington Trust Wealth Management or Advisory Firms
     Wilmington Trust Company Wealth Management or Advisory Firms

 

 

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