From helping wealth owners and advisors who serve them to develop a realistic and profitable business strategy to working with family leaders to evaluate the performance of their family offices, the FOX consulting team provides customized solutions and actionable advice. Each consulting engagement is unique and developed specifically to meet the client's needs.

If you are a Wealth Owner or Family Office
The FOX consulting team has worked with more than 200 family groups and wealth advisors to bring processes and customized solutions to the challenges of preserving family wealth. We understand the complex needs of our member community and industry best practices, which makes us uniquely qualified to assist wealth owners and family office executives in the design and/or enhancement of their family office, and to navigate challenging transitions. Learn more

If you are a Wealth Advisor or Multi-Family Office
The FOX consulting team has worked with dozens of industry-leading wealth advisors to launch and/or refine their business strategy for the $20+ million wealth owner market. Our consulting team’s understanding of the complex needs of its member community and industry best practices makes it uniquely qualified to assist wealth advisors in their quest to better serve the ultra-wealthy client.
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