FOX is a community of family members, family office executives, and trusted advisors built to encourage peer dialog, promote continuous learning, develop benchmarks and best practices, and provide solutions to the unique challenges and opportunities successful multi-generational families face. By having access to a carefully curated community of select peers, members gain insights into how other families successfully navigate the complex issues they face and find practical solutions to unique and often emotionally charged situations. FOX also helps educate trusted advisors about what families want from their service providers.

Our services cover a range of resources for our members.

Our educational events allow members of our community to learn from each other and industry leaders. Our networking opportunities allow members to experience support and understanding in a judgment-free space that breeds collaboration. Similarly, FOX research gives members an idea of where their offices are in relation to peers and provides the necessary benchmarking information to make change. Learn more.