Comparison · 13 material differences
Family Office Exchange vs Forward Global
This comparison was generated on request from the records. It carries no editorial verdict and is not indexed. The published comparisons are listed on the compare page.
Read down each column for one organization, across a row for the difference. A bronze mark at the left of a cell means the organizations differ on that row. A dash or “not published” means the organization does not disclose the fact; it is not a zero.
Verified September 2026
Family-office network
Verified September 2026 Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
Philanthropic network
Forward Global
Individual and family wealth holders who are actively deploying significant private capital philanthropically and want structured education in how to do it
What the records say
- Role or title: Family Office Exchange: Open to family principals, executives of single and multi-family offices, and approved advisers; Forward Global: No published role or title.
- Annual dues: 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.; Forward Global: Not publicly disclosed: no membership dues figure appears on the homepage, membership pages or programme pages..
Side by side
| Family Office Exchange | Forward Global | |
|---|---|---|
| Profile | ||
| Type | Family-office network | Philanthropic network |
| Founded | 1989 (Founded by Sara Hamilton as a peer network for family office executives, per the FOX history page.) | 1995 (Established in 1995 by the Rockefeller Foundation as The Philanthropy Workshop, based in New York.) |
| Headquarters | Chicago, United States | London, United Kingdom |
| Geographic footprint | Members in roughly 20-24 countries; staff based in Chicago, New York, Denver, Richmond, Pittsburgh, South Florida and Madrid | Offices in London (Somerset House), New York and Vancouver; members and programming worldwide, with the 2027 Global Summit scheduled for Amsterdam |
| Members | 450as of September 2026 | 300as of September 2026 |
| Chapters | Not publicly disclosed | No chapters; regional gatherings rather than standing local branches. |
| Primary audience | Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth | Individual and family wealth holders who are actively deploying significant private capital philanthropically and want structured education in how to do it |
| Typical member | 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. | Members are described by the organisation as "individual and family wealth holders who deploy their resources to build a world where all people and the planet can thrive". The membership of roughly 300 collectively deploys about $1 billion a year, implying an average well into the millions per member, though the organisation publishes no wealth or giving threshold. |
| Qualification | ||
| Role or title | 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 · source ↗ | No published role or title |
| Invitation required | No | Yes |
| Sponsor required | Not documented | Not documented |
| Application process | 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. | Membership is by invitation. Interested wealth holders may complete an online application form to open a conversation about membership; the organisation does not publish what happens next, who reviews applications or how long the process takes. Accepted members begin with the Essentials course before moving through the certification pathway. |
| Selectivity | Not publicly disclosed | Not publicly disclosed: Forward Global states only that membership is by invitation only, with no acceptance rate, criteria or review process published. |
| Cost | ||
| Annual dues | 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 · source ↗ | Not publicly disclosed: no membership dues figure appears on the homepage, membership pages or programme pages.verified September 2026 · source ↗ |
| Initiation fee | FOX publishes no fee schedule of any kind. | Not publicly disclosedverified September 2026 |
| Programme fee | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · source ↗ | Not publicly disclosed: fees for Essentials, Studios, Global Journeys, the Global Summit and Action Planning are not published.verified September 2026 · source ↗ |
| Membership term | Annual | Not documented |
| Structure | ||
| Meeting frequency | Council meetings through the year plus forums, summits, workshops and webcasts | Weekly virtual breakfast clubs, regional gatherings, remote education through the year, plus an annual Global Summit; the 2027 Global Summit is scheduled for Amsterdam, 11–13 March |
| Peer forums | Role-based Councils of approximately 20-25 peers (family leaders, family office CEOs, COOs, CFOs, investment staff, client-experience leads) | Action Labs organised by issue (climate, artificial intelligence, democracy, mental health and wealth transition) alongside Studios (topic deep-dives) and Global Journeys (place-based immersive learning). No standing confidential peer-forum structure is published. |
| Confidentiality | Not publicly disclosed | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Forum-based, Event-focused, Virtual | Cohort-based, Event-focused, Virtual |
| Confidential peer forums | Yes | Yes |
| Local chapters | No | No |
| Virtual membership | Not documented | Yes |
| Online community | Not documented | Yes |
| Member directory | Not documented | Yes |
| Events | Yes | Yes |
| Programming | ||
| Educational programming | Yes | Yes |
| Leadership development | Partial | Yes |
| Retreats | Not documented | Yes |
| Travel | No | Yes |
| Family programming | Yes | Yes |
| Spouse and partner programming | Not documented | Not documented |
| Next-generation programming | Not documented | Partial |
| Investment discussions | Yes | Partial |
| Investment opportunities | Not documented | No |
| Philanthropic component | Not documented | Yes |
| Networking emphasis | High | High |
| Social emphasis | Low | Medium |
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Last verified: not yet reviewed
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Sources
Drawn from the sources listed on each page: Family Office Exchange · Forward Global