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Date Title  
2011    
12/07/2011 Family Office Exchange to Offer the Definitive Workshop on Starting a Family Office
“Family Office 101” to Help Families Get Off to a Good Start
   
10/31/2011 FOX Identifies a Need for Trustee Education
Families see trustee role as one of duty and honor yet often misgauge full scope
of responsibility and liability involved
   
9/20/2011 Wealth Advisors Adopting a Stronger Sales Culture
Family Office Exchange Study Identifies How MFOs Are Addressing Growth Opportunities
   
8/2/2011

Family Office Exchange to Help Family Offices Prepare for New SEC Regulations
New FOX Workshop Examines Rules and Compliance Options
 
7/12/2011 Wealthy Investors’ Expectations Return to “Normal”
FOX Survey Shows Growing Confidence in Economy and Financial Markets but Increased Conservatism in Investment Philosophy
   
5/25/2011 Family Office Exchange Names Director of Business Development
   
4/27/20011 FOX Expands Educational Offerings for Family Wealth Market
   
3/3/2011 New FOX Study Identifies Opportunities for Family Offices to Contain Costs
   
1/20/2011 New Study Documents How Business‐Owning Families Are Responding to the Need to Separate Their Personal Wealth Management from Their Operating Companies
   
1/05/2011 Positioning the Small Family Office for the Future
   
2010    
11/09/2010 Family Office Exchange and Harris myCFO® Define New Ways for
Affluent Families to Assess the Value Delivered by Wealth Advisors
   
9/28/2010 How Family Offices Need to Respond to New Financial Reform Regulations
     
9/22/2010 Family Office Exchange Offers Preview of University of Chicago
Private Wealth Management Course
     
9/14/2010 New Research Examines How Wealthy Families Protect Their Assets
     
9/1/2010 Family Office Exchange Expands Leadership Team
     
7/19/2010 Family Office Exchange adds veteran marketer to executive team
3/08/2010 Family Office Exchange Expands Talent to Consulting Team
     
2009    
11/17/2009

Family Office Exchange and Harris myCFO™ Announce Results from Study on Managing Risk and Uncertainty
5/1/2009 Sara Hamilton, CEO, Family Office Exchange Named to List of Top 50 Women in Wealth Management
 
2008
8/20/2008 Family Office Exchange Further Commits to International Growth
3/1/2008 Setting Boundaries in Family Enterprises
 
2007
9/1/2007 Margins Under Pressure in Family Wealth Advisory Market
4/19/2007 Family Office Exchange Affirms Committment to International Community
4/11/2007 Family Office Exchange Affirms Commitment to Research
2/09/2007 Family Office Exchange Releases Major Technology Study
     
 

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