Family Office Exchange

What Family Office Exchange does

Family Office Exchange (FOX) is a private, membership-based advisory organization founded in 1989 by Sara Hamilton and headquartered in Chicago, Illinois. It operates as the first and longest-running peer network in the family office space, serving approximately 350 multi-generational families of wealth, 4,000+ family office leaders, and 90+ advisor organizations across 24 countries. The core product is FOX Membership, a subscription-based offering that bundles peer networking, proprietary research and benchmarking studies (e.g., Family Office Benchmarking, Wealth Advisor Survey, Compensation and Benefits Survey with Grant Thornton), educational programming (forums, workshops, council meetings, FOX Rising GEN, Family Advisor Training), and a curated Advisor Directory of vetted service providers.

The underlying technology is a knowledge management and community platform supporting member-only content (FOX Library, FOXcast podcasts, resource toolkits, member templates) and a freemium Public Network Guest Account that funnels non-members into full membership. Revenue is generated primarily through recurring membership dues, supplemented by flagship event registrations (Family Office & Wealth Advisor Forum, Global Investment Forum, Private Family Capital Summit), custom consulting engagements (Family Alignment, Leadership Succession, Governance, Family Office Assessment), and a Talent Bank recruiting service. The go-to-market is direct membership sales via inquiry-based conversion, with a multi-channel content marketing engine (podcasts, webinars, whitepapers, newsletters) supporting top-of-funnel demand generation. Leadership is family-anchored, with Sara Hamilton as Founder and Family Advisor, Nate Hamilton as Executive Chairman, and Peter Moustakerski as CEO.

Name

Family Office Exchange

Legal name

Family Office Exchange LLC

Website

https://familyoffice.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Family Office Exchange (FOX) is a private, membership-based advisory firm founded in 1989 that serves approximately 350 multi-generational wealthy families, 4,000+ family office leaders, and 90+ advisor organizations across 24 countries through peer networking, proprietary research, educational programming, and consulting.

Ownership category

akta.pro rank

Product category

Family Office Advisory & Wealth Membership Services

NAICS

Professional Organizations (81392), Management Consulting Services (54161), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600), Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Technology & Data (Portfolio, Reporting, Cybersecurity) (FSAAADAN), Next-Gen Education & Family Learning Programs (FSAAADAM), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

• Wealth advisory
• Family office services
• Peer networking
• Wealth education
• Benchmarking research

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Membership Fees: FOX operates as a membership organization with subscription-based membership fees. Membership provides access to peer connections, expert knowledge, curated resources, objective guidance, practical solutions, educational programming, and networking opportunities for families, family office executives, and advisors.

Pricing tiers

Distribution channels4 records

Marketing channels7 records

Core offering

Family Office Exchange (FOX) operates as a private membership-based advisory organization that brings together multigenerational families of wealth, family office executives, and professional advisors into a trusted global community. The company sells access to its peer network along with proprietary research, benchmarking studies, educational programming (forums, workshops, webinars, e-learning), custom consulting services, an advisor directory, a talent bank, and an extensive knowledge library. Its core product is FOX Membership, supplemented by fee-based consulting engagements and event participation.

Product overview

Family Office Exchange (FOX) is a membership-based professional organization, not a software product. The company offers a unified platform of peer networking, educational programming, proprietary research, and advisory services for families of wealth, family office executives, and their trusted advisors. The core offering consists of FOX Membership (the foundational peer network), paired with complementary services including Learning Programs (forums, workshops, webcasts, e-learning), Research & Benchmarking (proprietary surveys and studies), Consulting Services (custom advisory engagements), the Advisor Directory (curated advisor referrals), Talent Bank (recruitment resources), FOX Library (knowledge repository), FOXcast Podcasts (content series), Events (in-person and virtual gatherings), and Resource Toolkits (topic-specific content bundles). These services work together to provide a comprehensive support system for multigenerational families managing wealth across generations.

Differentiator

Problem solved

Functional benefit

Brands

• FOXcast: Two podcast series - CEO Series featuring conversations with family office experts and Technology Series covering tech trends for family offices.
• FOX Foresight
• FOX Global Institute for Enterprise Families
• FOX Rising GEN

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Grant Thornton LLPcoreStrategic or Co-development Partner · 1 December 2024FOX collaborated with Grant Thornton to develop the 2024 Compensation and Benefits Survey, a biennial comprehensive report designed to assist family office board members and executives in evaluating their compensation plans. The report is divided into three main sections: governance structures, staff benefits, and detailed position-level analysis.
• Plante MorancoreStrategic or Co-development PartnerPlante Moran contributed to the Family Office Answer Book: The Next Chapter for Family Office Professionals, providing timely and relevant insights to help family office professionals manage, operate, and serve families effectively.
• BDOcoreStrategic or Co-development PartnerBDO contributed content on The Modern Family Office Advantage: Outsourcing, exploring how family offices can benefit from flexible accounting models and outsourced services.
• Henley and PartnersminorStrategic or Co-development PartnerEducation and mobility experts from Henley and Partners participated in a webinar on navigating international education for globally mobile families.
• Holland & KnightminorStrategic or Co-development PartnerHolland & Knight attorneys presented on Transitory Clients in Today's Tax World, reviewing tax planning opportunities for ultra-high-net-worth families.
• Resource PartnerscoreChannel Partner/ Reseller/ DistributorFOX maintains a network of Resource Partners who are experts in investments, technology, and other family office services. These partners are featured in the Advisor Directory and participate in FOX events and programming.
• Official PartnerscoreChannel Partner/ Reseller/ DistributorFOX has designated Official Partners who work with the organization to serve the family office community. These partners appear in the Advisor Directory and receive visibility through FOX events and communications.

Scale indicators7 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• Campden Wealth: UK-headquartered research, education, and membership organization serving ultra-high-net-worth families and family offices. Directly comparable to FOX in product mix (research, events, peer networking) and target audience, and is FOX's most prominent international peer.
• Tiger 21: Peer membership organization for high-net-worth investors organized into local groups with asset-portfolio review and learning programming. Closely comparable to FOX in membership-driven model and UHNW audience, with a stronger emphasis on asset-allocation peer review.
• Family Wealth Alliance: Membership organization serving multi-family offices and advisors serving wealthy families. Highly comparable to FOX in target audience (family offices and advisors), membership model, and educational programming focus.
• Institute for Private Investors (IPI): Peer network for individual investors and family office principals, now part of the Schwab/CAIA ecosystem. Historically the closest U.S. peer to FOX in serving private investors with education, research, and peer-group access.

Broad incumbents

• YPO (Young Presidents' Organization): Global peer membership organization for chief executives across industries. Operates a similar peer-forum, education, and events model to FOX but serves a broader executive audience rather than specializing in family offices.

Emerging players

• Vistage: Peer advisory and executive coaching membership organization for CEOs and business leaders. Comparable to FOX in peer-group and learning-program structure, but addresses a broader SMB executive audience rather than UHNW families specifically.

Others

• STEP (Society of Trust and Estate Practitioners): Global professional body for advisors working in trusts, estates, and family wealth planning. Adjacent to FOX in serving the family-office advisory ecosystem, with overlapping audience of advisors and family office professionals.
• CFA Institute: Global professional membership organization for investment management practitioners. Comparable to FOX as a subscription-based professional membership body serving the wealth-management ecosystem, though focused on investment analysts rather than family offices.
• KPMG Family Office Services: Big Four advisory practice dedicated to family offices offering tax, governance, and operational consulting. Competes with FOX's consulting services for the same family-office buyers and indirectly with FOX's broader membership value proposition.
• BNY Mellon Wealth Management: Large global wealth manager with dedicated family office services and institutional research capabilities. Adjacent incumbent competing for the same UHNW families through integrated custody, advisory, and peer-style programming.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/family-office-exchange
• Xx.com/foxexchange

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Family Office Exchange