Family Office Exchange

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Family Office Market
Advisor Market

For Wealth Advisor Firms/Multi-Family Offices

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.

Customized Consulting Services

Do you need consulting?
	Is your family/client going through a significant transition?

	Do you think your office is operating in the most cost-effective way that it can?

	Do you know if your clients are satisfied with the services you are providing?

	Are you currently re-thinking the services that you will offer your clients?

If you answered “yes” to one of these questions, then FOX Consulting Services may be able to help you!

Our consulting team provides customized solutions based on each client’s specific need:

		Developing a distinctive business strategy

		Designing a multi-family office

		Optimizing service delivery

		Assesing client satisfaction

Each consulting engagement is unique and developed specifically to address your business objectives.

To get started, please contact Karen Neal, Managing Director – Consulting at 312.327.1283, or kneal@familyoffice.com.