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Industry’s First Comprehensive Directory The FOX 2009-2010 Directory of Leading Wealth Advisors is a resource for ultra-wealthy individuals and their families to assist in the selection of integrated wealth advisors and multi-family offices (MFOs). The Directory was developed in response to the need of wealth owners to find trusted advisors in today’s changing financial environment. Families and advisors seek information about multi-family offices and integrated wealth advisory firms for different reasons, such as:
Firms invited to participate in the Directory are FOX members who have a proven history of successfully providing wealth management services to their clients. FOX has screened all of the participants for proper qualifications, based on four key factors: (1) an integrated approach to wealth management incorporating core competencies; (2) sustained growth in assets; (3) a dedicated organizational structure that incorporates qualified technical teams; and (4) a fee-only business model. The Directory includes basic profiles of 56 integrated wealth advisors and multi-family offices (MFOs), and offers detailed profiles of 21 of these leading advisory firms. FOX is distributing free copies to qualified investors with net worth in the $20M to $200M+ range. If you are a qualified investor, please click on the following link to request a copy of the FOX Directory. Additional questions about the FOX 2009-2010 Directory of Leading Wealth Advisors, can be answered by Karen Neal, e-mail KarenNeal@familyoffice.com.
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