Family Office Exchange

Family Office Exchange

Resources for multi-generational family offices

Overview

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.

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

Data & Analytics

Consulting

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1989

Get referred to Family Office Exchange

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Familyoffice.com reported about 350 families and 90+ advisors as of August 2026.
  • FOX’s 2026 council calendar shows recurring demand across executive, owner, and advisor segments.
  • Leadership under Gaby Griffin and David Toth can sharpen member acquisition after 2026 restructuring.

What critics are saying

  • 2026 leadership changes replaced interim co-presidents with new membership roles, signaling organizational churn.
  • Familyoffice.com emphasizes councils and research, but competitors can replicate content faster through AI.
  • If membership growth stalls, FOX loses its core network moat and becomes a commoditized event business.

What makes Family Office Exchange unique

  • FOX runs curated councils, not generic conferences, with 25-person peer groups and vetted members.
  • Its membership spans about 350 families and 90+ advisors, giving unusually dense network effects.
  • FOX’s 30-year brand and specialized family-office research create switching costs for UHNW members.

Help us improve and share your feedback! Did you find this helpful?

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.

Recently Posted Jobs

Sign up to get curated job recommendations

Family Office Exchange is Hiring for 2 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →