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Family Office Press Page | FOX in the News
Family Office Exchange Fact Sheet
May 10, 2007
When Founded:
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1989
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| Mission: |
To provide private wealth owners, family office executives and wealth advisors a confidential, objective source of research, education and advice within a unique community of peers
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| What Distinguishes FOX: |
- Unmatched network of wealth owners and advisors
- Broad archive of resources (strategic research, benchmarks, best practice articles and whitepapers)
- Advisory Expertise (over 100 years of first-hand senior staff expertise)
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| Membership: |
We serve 550 members in 22 countries worldwide, over 340 families with multi-generational wealth and their offices.
In addition, we serve nearly 200 MFO’s and advisory firms specializing in investment advisory, wealth advisory, and family advisory services
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| Membership Profile: |
Family Offices
23% have less than $200 million in investable assets
33% have $200 - $500 million in investable assets
20% have $500m - $1B in investable assets
24% have over $1B in investable assets
Advisors
43% of advisor members are asset managers
35% are MFO/wealth advisory firms
17% are law firms and accounting firms
5% are other specialist advisory firms
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| Benefits of Membership |
Research
We offer ongoing proprietary strategic research, a comprehensive array of key benchmarks, tools and templates, and an archive of more than 300 best practice white papers and articles from leading industry practitioners.
Education
We offer webinars, on-line forums, private newsletter and comprehensive web-site
Networking
Annual forums, Senior Executive Forums, Peer and Issue Based Roundtables, Advisor Directory
Advisory Services
On-Site Briefings
In-House Briefings
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| Membership Fees: |
Sliding Scale up to $26,000 |
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