Family Office Exchange - Leading Advisors: Strategic Advisors

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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.
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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