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FOX provides resources, connections, and knowledge to help wealthy families manage their enterprises and grow wealth across generations through a membership-based network. Its offering brings together families, family office executives, and trusted advisors, giving access to a global network, research, education, and advisory services that support governance, investing, legacy planning, and operations. The model combines curated memberships, events, and exclusive content to foster collaboration, best-practice sharing, and access to specialized expertise. Its edge comes from a long-running, global community focused on multi-family offices and advisers, enabling cross-border learning and continuity across generations, with the goal of preserving and growing family wealth over time.
Industries
Consulting
Education
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1989
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NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices for family offices, today announces integrations with Bill for streamlined payments and Addepar for enhanced investment tracking. These additions provide family offices and high-net-worth individuals with a more holistic, user-friendly solution for increasingly complex financial operations.In 2024, Deloitte estimated there were approximately 8,030 family offices worldwide—a 31% increase since 2019—with projections reaching 10,720 by 2030. This swift expansion underscores the rising need for robust, intuitive accounting software tailored to family offices. SumIt addresses this demand by enabling users to manage multiple entities, record journal entries, and generate consolidated reports with just a few clicks. The platform's intuitive interface provides a clear visualization of trusts, LLCs, and other structures enhanced by AI-driven transaction categorization.Many family office accounting platforms promised to unify family office accounting and workflows, but, in practice, they were too complicated for many. On the other end of the spectrum, overly simplistic solutions lacked crucial features needed by family offices
The Archdiocese of Philadelphia's Office for Life and Family has partnered with its Office for Persons with Disabilities to launch the Peace in the Storm Project.
The Family Office, a wealth management firm based in Bahrain, has introduced its new Invest Now Pay Later service for the private market investments sector.
Family Office Exchange, aka, FOX, has appointed Gaby Griffin and David Toth as interim co-presidents.
MANAMA: The Family Office Company is set to launch a new digital interface next month aimed at empowering clients and prospects with simulators, tools, and insights.
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Industries
Consulting
Education
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Chicago, Illinois
Founded
1989
Find jobs on Simplify and start your career today