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Leading Advisors

Strategic Advisors

Family Office Exchange Strategic Advisors are invited to partner with us based on their reputation as an industry leader; their ability to deliver educational content for Family Office Exchange members; and their willingness to commit to a deeper relationship with FOX members. As an educational partner, Strategic Advisors earn opportunities for unique marketplace visibility and networking. An annual business plan and regular meetings with the Strategic Advisor and FOX relationship managers ensure a productive, quality commitment to our family office members and the industry. View More Information About Strategic Advisors.

Select Advisor By Discipline:

 

Accountants

KPMG LLP

Nease, Lagana, Eden & Culley, Inc.

 

Insurance Providers

HUB International Personal Insurance

 

Investment Services

Convergent Wealth Advisors

 

Personal Services

Bombardier Flexjet

 

Philanthropy

National Center for Family Philanthropy

 

Wealth Management Firms

Deutsche Bank Private Wealth Management

Pictet & Cie

U.S. Trust, Bank of America Private Wealth Management

VermogensGroep

Wilmington Trust