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已验证 September 2026
家族办公室网络
已验证 September 2026 CCC Alliance
Single family offices and the families behind them
家族办公室网络
Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
记录所示内容
- Role or title: CCC Alliance: Membership is restricted to families and individuals; brokers, consultants and financial advisers are excluded and there are no corporate memberships; Family Office Exchange: Open to family principals, executives of single and multi-family offices, and approved advisers.
- Minimum net worth: CCC Alliance: Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.; Family Office Exchange: No published minimum net worth.
- Annual dues: CCC Alliance: CCC Alliance confirms that annual dues support the organisation but does not publish the amount. A secondary guide estimates roughly US$5,000-15,000 a year; this could not be independently verified.; Family Office Exchange: Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified..
并排对比
| CCC Alliance | Family Office Exchange | |
|---|---|---|
| 档案 | ||
| 类型 | Family-office network | Family-office network |
| 成立于 | 1994 (Founded by two family offices, per the CCC Alliance site. One secondary guide gives 2005; the organisation's own date is used here.) | 1989 (Founded by Sara Hamilton as a peer network for family office executives, per the FOX history page.) |
| 总部 | Boston, United States | Chicago, United States |
| Geographic footprint | United States; described by the organisation as America's largest private network of single family offices | Members in roughly 20-24 countries; staff based in Chicago, New York, Denver, Richmond, Pittsburgh, South Florida and Madrid |
| 成员 | Not publicly disclosed | 450as of September 2026 |
| 分会 | No chapters; a single national network. | Not publicly disclosed |
| Primary audience | Single family offices and the families behind them | Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth |
| 典型会员 | Members are families and single family offices. CCC Alliance explicitly excludes brokers, consultants and financial advisers from membership, and publishes no wealth or asset threshold. | Members are families that own or oversee an operating enterprise or a dedicated family office, together with the executives who run those offices. FOX does not publish an asset floor, and its own materials describe the community in terms of role rather than wealth band. |
| Qualification | ||
| 职务或职称 | Membership is restricted to families and individuals; brokers, consultants and financial advisers are excluded and there are no corporate membershipsverified September 2026 · 来源 ↗ | Open to family principals, executives of single and multi-family offices, and approved advisersFOX segments membership by constituency rather than by a wealth test.verified September 2026 · 来源 ↗ |
| 最低净资产 | Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.verified September 2026 · 来源 ↗ | No published minimum net worth |
| Invitation required | Sometimes | No |
| Sponsor required | Yes | Not documented |
| Application process | A prospective member is normally introduced by an existing member. The candidate then contacts CCC Alliance to arrange either an individual meeting with staff or attendance at an event as a guest, after which the organisation evaluates whether there is a mutual fit. Members are expected to share the group's respect for privacy and to participate actively. | Prospective members enquire through the FOX website, after which FOX opens a membership conversation and assesses the applicant against its own criteria. Non-members may first attend open workshops, public webcasts and virtual showcases. Council membership is a separate decision that requires a commitment to active participation and an additional fee. |
| Selectivity | Not publicly disclosed | Not publicly disclosed |
| 费用 | ||
| 年度会费 | CCC Alliance confirms that annual dues support the organisation but does not publish the amount. A secondary guide estimates roughly US$5,000-15,000 a year; this could not be independently verified.verified September 2026 · 来源 ↗ | Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified.verified September 2026 · 来源 ↗ |
| 项目费用 | Not publicly disclosed | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · 来源 ↗ |
| Membership term | Annual | Annual |
| 结构 | ||
| Meeting frequency | Not publicly disclosed | Council meetings through the year plus forums, summits, workshops and webcasts |
| Peer forums | Peer collaboration among single family offices in a stated confidential, solicitation-free environment; specific group structure not published | Role-based Councils of approximately 20-25 peers (family leaders, family office CEOs, COOs, CFOs, investment staff, client-experience leads) |
| Confidentiality | The organisation states it maintains a comfortable, confidential and solicitation-free environment | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Forum-based, Virtual | Forum-based, Event-focused, Virtual |
| 保密式同伴论坛 | Yes | Yes |
| 本地分会 | No | No |
| 虚拟会员资格 | Not documented | Not documented |
| 在线社区 | Yes | Not documented |
| 会员名录 | Not documented | Not documented |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Partial | Yes |
| 领导力发展 | Not documented | Partial |
| 静修活动 | Not documented | Not documented |
| 出行 | No | No |
| 家庭活动项目 | Not documented | Yes |
| 配偶与伴侣项目 | Not documented | Not documented |
| 新生代专项项目 | Not documented | Not documented |
| 投资议题讨论 | Yes | Yes |
| 投资机会 | Not documented | Not documented |
| 慈善公益部分 | Not documented | Not documented |
| 社交网络侧重点 | High | High |
| 社交导向 | Medium | Low |
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来源
来源于各页面所列的参考资料: CCC Alliance · Family Office Exchange