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Family Office Exchange

Resources for multi-generational family offices

Overview

FOX provides resources, connections, and knowledge to help wealthy families manage enterprises and grow wealth across generations. It is a membership network that brings together families, family-office executives, and trusted advisors, offering global research, education, governance and investment guidance, and advisory services. It differentiates itself with a long-running, global community focused on multi-family offices and their advisers, enabling cross-border learning and continuity. Its goal is to help families preserve and grow wealth over time through shared knowledge, trusted networks, and practical guidance.

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About Family Office Exchange

Simplify's Rating
Why Family Office Exchange is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, IL

Founded

1989

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What believers are saying

  • October 28, 2026 webinar on automation shows demand for operational tooling inside family offices.
  • Sep. 30, 2026 FOX Foresight Second Edition proves ongoing content production and member engagement.
  • Expanded council meetings in 2026 keep FOX embedded in daily workflows and renewal decisions.

What critics are saying

  • Interim co-presidents Gaby Griffin and David Toth signal leadership instability after Glen Johnson’s death.
  • Families can bypass FOX using ChatGPT, Slack, and consultant networks, weakening membership economics by 2027.
  • If councils stop feeling exclusive, members churn and FOX becomes a commoditized event business.

What makes Family Office Exchange unique

  • FOX’s 24/7 FOXChat and councils create sticky peer networks for ultra-wealthy members.
  • 2026 FOX Foresight and webinars package proprietary community insights into recurring content.
  • Its council model matches executives, owners, and advisors by role, not broad affinity.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Holidays

Company News

PR Newswire
Mar 5th, 2025
Sumit Announces Strategic Integrations With Bill And Addepar Into Its Family Office Accounting Software

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

Delco Times
Apr 5th, 2024
'Cabrini' and 'Lucky Louie' headline Neumann Film Festival

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.

Private Banker International
Dec 13th, 2022
The Family Office unveils new invest now pay later service for investors

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.

ClearView Financial Media
Aug 22nd, 2022
Family Office Exchange, Inc. hires Gaby Griffin as interim co-presidents

Family Office Exchange, aka, FOX, has appointed Gaby Griffin and David Toth as interim co-presidents.

Gulf Daily News
Dec 21st, 2021
Family Office Exchange, Inc. launches digital interface next month

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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