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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
     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
KPMG LLP * Accounting Firms
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 Enterprise and 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
Rockefeller & Co., Inc. Multi-Family Offices
     Rockefeller & Co., Inc. Technology/Software 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
     U.S. Trust, Bank of America Private Wealth Management Multi-Family Offices
     U.S. Trust, Bank of America Private Wealth Management Wealth Management or Advisory Firms
     U.S. Trust, Bank of America Private Wealth Management Bank or Trust Companies
     U.S. Trust, Bank of America Private Wealth Management Investment Services
     U.S. Trust, Bank of America Private Wealth Management Philanthropy Advisors
Wells Fargo Bank Multi-Family Offices
     Wells Fargo Bank Multi-Family Offices
     Wells Fargo Bank Philanthropy Advisors
     Wells Fargo Bank Wealth Management or Advisory Firms
     Wells Fargo Bank Specialty Services
     Wells Fargo Bank Multi-Family Offices
Wilmington Trust Wealth Management or Advisory Firms
     Wilmington Trust Company Wealth Management or Advisory Firms