Director, Technology and Business Systems

About Family Office Exchange

familyoffice.com

Family Office Exchange (FOX) is a membership-based organization that provides research, education, advisory services and confidential peer networking for ultra-high-net-worth families, family offices, and their advisors. FOX delivers benchmarking, best-practice research, tailored consulting, events and private forums to address governance, succession planning, investment strategy, risk management and operational excellence. Its programs combine expert-led research, practitioner workshops and peer exchanges to help multigenerational families preserve and grow wealth while professionalizing their family office. Members rely on FOX for practical frameworks, vetted resources and a confidential community to navigate complex family dynamics and evolving markets.