Family Office

The main activity of Family Office Exchange (FOX) is to serve as a global community dedicated to the sustainability and impact of wealthy families, their family offices and their advisors. FOX offers resources, knowledge, connections and practical solutions to help families manage and sustain their wealth across multiple generations.

Products and services offered include :

• Training programs (forums, workshops, webinars, e-learning, networking events)
• Consulting and support services
• Access to a resource library (white papers, research, videos, publications, practical tools)
• Opportunities for peer-to-peer connections and to connect with industry experts
• Exclusive member events (conferences, summits, leadership programs)

FOX's target market consists of wealthy families, family offices, the professionals who support them (advisors, wealth managers, investment experts) and resource partners specializing in family wealth management on an international scale.

History of the Family Office Exchange (FOX) and key stages of its development

Founded in 1989, Family Office Exchange (FOX) was the first member organization to bring together families, family office leaders, and professional advisors within a trusted community, fostering collective intelligence and peer connections. For over 30 years, FOX has supported wealthy families and their offices in achieving success and sustainability across generations.

Key stages of development:

• 1989: Creation of FOX, the first organization dedicated to networking families, family offices, and advisors.
• 1990s-2000s: Development of an international community, expanding the network to families and advisors worldwide.
• Service evolution: FOX offers a variety of resources: consulting, networking, educational events, thought leadership, strategic partnerships, and industry research.
• Continuous innovation: Launch of training programs, forums, workshops, webinars, and resource tools to meet the evolving needs of families and their offices.
• Partnerships and expansion: Collaboration with experts in investment, technology, and other fields to enhance the range of services and solutions.
• Global community: Today, FOX has around 350 member families and more than 90 leading advisors internationally.
• Industry leadership: FOX remains the sector leader in knowledge sharing, best practices, and support for families and family offices.

FOX continues to innovate and support its members through a comprehensive offering of resources, educational programs, and networking opportunities, while remaining focused on the sustainability and impact of families across generations.

The website FamilyOffice.com was founded by Richard C. Wilson, who is also its principal leader. Richard C. Wilson is recognized as an international expert in the field of family offices and family wealth management. He holds the position of CEO (Chief Executive Officer) and is the author of several reference works on the subject.

Among the main members of the management team are also experts in wealth management, investment, and strategic consulting, although the exact structure of the team is not always made public. The organization relies on a global network of professionals specialized in family offices, asset management, and advising wealthy families.

In summary, Richard C. Wilson is the founder and central figure of FamilyOffice.com, surrounded by a team of experts in wealth management and family office services.