The Value of Family Office Exchange
For Global Family Members
Family Office Exchange (FOX) is an exclusive resource
for financial intelligence needed by private wealth owners. We are the leading
global authority on best practices in wealth management.
Dedicated FOX relationship manager committed to helping you connect with
other families throughout the world; plus e-mail link to FOX relationship
manager for additional qualitative referral information
Quarterly newsletter featuring exclusive, topical articles of interest to
families and their family offices
Online summary of family office best practices
Commitment to conduct research on relevant family and family office topics,
shared exclusively with members
FOXConnects International — The international editon of our broadcast
news e-mail focuses on industry information, new trends and critical issues
affecting family offices and the wealth management industry on a global basis
FOXConnects — The United States edition of our broadcast news e-mail
focuses on industry information, new trends, critical tax, estate and other
issues affecting the wealth management industry
Ongoing calendar of educational programs relevant to global-thinking families
Online preview of unique research on family offices that covers: the investment
process; governance and family leadership; family office management; and the
role of technology
Online resource library documenting family office trends (newsletter articles,
white papers and resource books are listed)
FOX Industry Insights Webinar/Teleconferences on key educational topics
presented by family office professionals and leading advisor resources
Online Webinar replays — listen to and view past webinar/teleconferences
at your convenience
Descriptive profile of professional advisor firms committed to serving families
and family offices; plus e-mail link to FOX relationship manager for additional
qualitative referral information
