Family Office Exchange - About: Introduction

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Introduction

"The power of FOX is in the resources and experience of its team. Whether you need information about insurance or estate planning, you can count on FOX for quality, impartial assistance."

— Dulcie Truitt
Briar Hall Family Office

Family Office Exchange (FOX) serves as an independent advisor to families of exceptional wealth, offering an education on complex financial issues, and guidance on the selection of appropriate advisors.

Founded in 1989, FOX is a leading provider of strategic advice for families. We have earned the trust of hundreds of wealth owners and family office executives who rely on us for objective information about the wealth management process.

Our Focus

The leading global authority on the best practices in wealth management across disciplines for sophisticated families of exceptional wealth.
An exclusive network of families, family offices and key wealth management industry professionals.
A resource for peer exchange, discussion and progressive education.
A central directory of leading advisors and resources, and knowledge regarding how they serve families.
A consulting group highly skilled in the custom design, implementation and intricate advancement of the family office and family office services.

Our website offers educational content on financial issues, a database of leading wealth management advisors, and opportunities to collaborate with other sophisticated families in areas of specific interest.

Join FOX