Red de family offices · Family offices · Asesoramiento entre pares
Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
Una página de perfil recoge lo que la organización publica y lo que informan fuentes identificadas: a quién admite, cuánto cuesta, cómo está estructurada, dónde opera y cómo ha evolucionado. Cada cifra lleva la fecha en que fue verificada. Un guion significa que la organización no publica ese dato.
Fundación — Founded by Sara Hamilton as a peer network for family office executives, per the FOX history page.
Family Office Exchange is a membership and research organisation for wealthy families, the family offices that serve them, and approved advisers. Founded in Chicago in 1989 by Sara Hamilton, it began as a peer group for family office executives and expanded into benchmarking research, education and consulting on family governance and enterprise transition. Membership is organised by constituency rather than geography: separate tracks exist for enterprise families, family offices, private investors and multi-family offices, each with its own councils. A FOX Council is a standing peer group of roughly 20-25 people in the same role - family leader, family office CEO, COO, CFO, investment lead or client-experience lead - that meets over the year and requires an additional council fee. Alongside membership, FOX publishes benchmarking studies on family office cost, compensation and structure, and runs forums, workshops, webcasts and an annual summit. Some of that programming is opened to non-members, which is unusual among family office networks and lets prospective members sample the content before committing. FOX does not publish its dues, thresholds or acceptance rates.
Cómo funciona
Members join a constituency track (enterprise family, family office, private investor or multi-family office) and may additionally join a role-based Council of about 20-25 peers for a separate fee. Programming runs through in-person forums and summits, virtual workshops and webcasts, and a research library of benchmarking studies. FOX also sells advisory work to member families, which distinguishes it from purely peer-run networks.
Miembro tipo
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.
Requisitos de membresía
Requisitos en detalle, con historial →Los requisitos son los criterios que la propia organización publica — un límite de edad, un mínimo de ingresos de la empresa, un patrimonio neto mínimo, un cargo. Cuando una cifra se sitúa en un tramo intermedio, la propia evaluación de la organización es la que decide. Los capítulos locales pueden aplicar criterios más estrictos que el estándar publicado.
| Criterio | Requisito publicado | Procedencia |
|---|---|---|
| Función o cargo | Open to family principals, executives of single and multi-family offices, and approved advisers | Verificado September 2026Confianza mediaFuente ↗ |
| Otro criterio | Applicants must qualify against criteria set by FOX; no public asset or net-worth floor | Verificado September 2026Confianza bajaFuente ↗ |
Criterios publicados verificados en las fechas indicadas. Las decisiones definitivas sobre elegibilidad y admisión corresponden íntegramente a Family Office Exchange. Vea cómo se compara con estos criterios →
Las cuotas de inscripción se abonan una sola vez al incorporarse; las cuotas periódicas se repiten. Las cuotas de capítulo, los retiros, los viajes y los eventos suelen ser costes adicionales y se detallan por separado cuando la organización los publica. Las cifras corresponden a lo publicado o comunicado en la fecha indicada — no son presupuestos.
| Costo | Primer año | Tres años | Procedencia |
|---|---|---|---|
| Cuotas anuales | 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. | Fuente ↗ | |
| Cuota del programa | Council membership carries a separate fee in addition to membership dues; the amount is not published. | Fuente ↗ | |
Estructura y programación
Contexto independiente
FOX is one of the oldest organisations in this category and its benchmarking research is widely cited across the family office industry, which is a genuine reason to join beyond peer contact. The trade-off is transparency: FOX publishes neither dues nor eligibility thresholds, and a prospective member cannot price the commitment without entering a sales conversation. It is also not a pure peer network - FOX earns revenue from advisory engagements with members, so the line between community and consultancy is blurrier than at member-owned groups such as CCC Alliance. The membership numbers FOX publishes vary between pages, which makes the community harder to size than the headline suggests. Best suited to families that want structured research and role-specific peer groups; less suited to those seeking deal flow or co-investment.
Análisis editorial por Peer Group Guide editors. Está separado del registro anterior y sigue el política editorial.
Organizaciones similares
Alternativas, agrupadas por necesidad →Aparece en: Networks for US$10 million and above, by wealth band · Family-office networks: how to tell the peer networks from the sales rooms
Historial y cambios
Registro de cambios del sitio →- milestoneSara Hamilton founds Family Office Exchange in Chicago as a peer network for family office executives ↗
- milestoneScope broadens from family office operations to enterprise vision, family transitions and advisory work for family owners ↗
Hitos publicados por la organización o reportados por una fuente identificada. Las entradas de tipo «Registro» corresponden a cambios en el propio registro de este sitio sobre la organización, conservados en el historial de cambios público en lugar de sobrescribirse.
Dé el siguiente paso
Compruebe cómo se compara
Aplique los criterios publicados a un perfil definido en rangos. Nada se almacena.
Abra la herramienta de cualificaciónSolicitar información sobre membresía
Solo transmitimos lo que usted acepta compartir, y únicamente cuando la organización participa. Usted ve exactamente qué se envía antes de enviarlo.
Solicitar información Solicite en su sitio web ↗Seguir esta organización
Un correo electrónico cuando cambien sus requisitos o cuotas.
Fuentes
- Home — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 1
- Our History — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 1
- About — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 1
- Sara Hamilton — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 1
- Membership — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 2
- FOX Multi-Family Office Council — Family Office Exchange, Family Office Exchange. Consultado 6 September 2026.nivel 2
- FOX Private Investor Membership and Council, Family Office Exchange. Consultado 6 September 2026.nivel 2
- Family Office Exchange (FOX): Membership, Cost & How to Join, Asora. Consultado 6 September 2026.nivel 8
- Family Office Associations and Networks: 8 Groups With $100M+ Entry Bars, ValueAdd VC. Consultado 6 September 2026.nivel 8
Los niveles de fuente siguen la jerarquía publicada: 1 sitio oficial · 2 materiales oficiales de membresía · 3 documentos de solicitud · 4 informes anuales · 5 registros gubernamentales · 6 publicaciones de negocios de confianza · 7 entrevistas acreditadas · 8 otras fuentes secundarias de reconocida solvencia. Fuentes y política de datos.
¿Hay algo incorrecto o desactualizado?
Representar Family Office Exchange? Los representantes verificados pueden enviar correcciones sobre cuotas, criterios, capítulos y datos de contacto, y añadir material aprobado. Las aportaciones son revisadas por un editor y se muestran como información suministrada por la organización; nunca sobreescriben la investigación independiente.