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Family Office Exchange vs Forward Global

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Terverifikasi September 2026
Jaringan kantor keluarga

Family Office Exchange

Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth

Terverifikasi September 2026
Jaringan filantropi

Forward Global

Individual and family wealth holders who are actively deploying significant private capital philanthropically and want structured education in how to do it

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Berdampingan

Family Office ExchangeForward Global
Profil
Jenis Family-office network Philanthropic network
Didirikan 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.)
Kantor pusat 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
Anggota 450as of September 2026 300as of September 2026
Cabang 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
Anggota tipikal 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
Peran atau jabatan 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 · sumber ↗ 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.
Biaya
Iuran Tahunan 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 · sumber ↗ Not publicly disclosed: no membership dues figure appears on the homepage, membership pages or programme pages.verified September 2026 · sumber ↗
Biaya inisiasi FOX publishes no fee schedule of any kind. Not publicly disclosedverified September 2026
Biaya program Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · sumber ↗ Not publicly disclosed: fees for Essentials, Studios, Global Journeys, the Global Summit and Action Planning are not published.verified September 2026 · sumber ↗
Membership term Annual Not documented
Struktur
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
Forum sejawat rahasia Yes Yes
Cabang-cabang lokal No No
Keanggotaan virtual Not documented Yes
Komunitas daring Not documented Yes
Direktori anggota Not documented Yes
Acara Yes Yes
Pemrograman
Program pendidikan Yes Yes
Pengembangan kepemimpinan Partial Yes
Retret Not documented Yes
Perjalanan No Yes
Program keluarga Yes Yes
Program untuk pasangan Not documented Not documented
Program generasi berikutnya Not documented Partial
Diskusi investasi Yes Partial
Peluang investasi Not documented No
Komponen filantropi Not documented Yes
Penekanan pada jaringan High High
Penekanan sosial Low Medium
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