May 16, 2012

Family Office Exchange Expands Its Outreach to Non-Members

FOX Wealth Center is first initiative to launch under new president

The Family Office Exchange last week rolled out the FOX Wealth Center to support investors and wealthy families in addressing the challenges of managing family wealth.

The new online platform will speed delivery of content to members, and offer non-members access to its publications and many learning events for the first time, FOX said in a statement.

“Every day, we get inquiries from families and advisors around the world seeking guidance on wealth management issues,” Sara Hamilton, founder and chief executive of FOX, said in the statement. “Now we can offer relevant documents, videos and learning events as well as a variety of FOX membership options through our website.”

Non-members will be able to access FOX research in these subject areas:

  • Wealth trends and issues
  • Family legacy and leadership planning
  • Wealth planning
  • Investment planning
  • Evaluation of advisors
  • Single-family office business
  • MFO and wealth advisor business

Additionally, they will find hundreds of documents, presentations and recorded programs available either for free or for purchase, including best practice documents such as “The Family Office Primer,” “50 Best Practices for an Enduring Family Enterprise” and “Understanding Family Office Costs.”

Another new feature is the FOX Wealth Center blog, which will provide observations and comments from FOX executives and members of the FOX Thought Leaders Council. The blog will be accessible on the FOX site and through various social media outlets.

The launch of the FOX Wealth Center comes early in the tenure of Alexandre Monnier, who was named the organization’s president earlier this month. It is the first of several initiatives that will roll out under his leadership in coming months, FOX said.

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