Family Office Exchange
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.
- Company typePrivate
- Founded1989
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
Family Office Exchange firmographics
Firmographics- 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
Family Office Exchange industry classification
Industry- 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
Where Family Office Exchange is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Family Office Exchange business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Public Network Guest Account - Free tier for non-members |
Distribution channels4 records
Marketing channels7 records
Family Office Exchange product offering
Product offeringCore 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
Companies that use Family Office Exchange
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Family Office Exchange technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Family Office Exchange partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Grant Thornton LLPcoreFOX 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 MorancorePlante 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.
- BDOcoreBDO contributed content on The Modern Family Office Advantage: Outsourcing, exploring how family offices can benefit from flexible accounting models and outsourced services.
- Henley and PartnersminorEducation and mobility experts from Henley and Partners participated in a webinar on navigating international education for globally mobile families.
- Holland & KnightminorHolland & Knight attorneys presented on Transitory Clients in Today's Tax World, reviewing tax planning opportunities for ultra-high-net-worth families.
- Resource PartnerscoreFOX 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 PartnerscoreFOX 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
Family Office Exchange competitors and assessment
Company assessmentDirect 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
Family Office Exchange social profiles
Digital presenceFamily Office Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
Family Office Exchange leadership team
Management profileNumber of profiles
Profiles24 records
Family Office Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Family Office Exchange M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Family Office Exchange
What does Family Office Exchange do?
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.
Is Family Office Exchange a public or private company?
Family Office Exchange is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Family Office Exchange founded?
Family Office Exchange was founded in 1989. It employs 11 to 50 people.
Where is Family Office Exchange based?
Family Office Exchange is headquartered in Chicago, United States, in the North America region.
How does Family Office Exchange make money?
One revenue line is on record: membership Fees.
Who are Family Office Exchange's main competitors?
Direct peers on record are Campden Wealth, Tiger 21, Family Wealth Alliance and Institute for Private Investors (IPI). YPO (Young Presidents' Organization) is listed as a broad incumbent. Vistage is listed as an emerging player. Others are STEP (Society of Trust and Estate Practitioners), CFA Institute, KPMG Family Office Services and BNY Mellon Wealth Management.
Does Family Office Exchange have an API?
No public API is recorded for Family Office Exchange.
What industry is Family Office Exchange in?
Family Office Exchange's product category is Family Office Advisory & Wealth Membership Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAN, Family Office Technology & Data (Portfolio, Reporting, Cybersecurity). Its NAICS code is 81392 and its SIC code is 8600.