Strong Revenue Base Family Office Exchange boasts a robust revenue range of 100 to 250 million dollars, indicating substantial financial capacity and the potential for high-value service partnerships in wealth management and family office solutions.

Established Market Presence Founded in 1989 and having worked with over 2,000 families and advisors worldwide, FOX demonstrates a longstanding industry presence and credibility that can facilitate trust and credibility in B2B engagement efforts.

Innovative Digital Initiatives Recent launches of a new digital interface with tools and simulators suggest FOX’s openness to technological advancements, providing opportunities to offer complementary digital solutions, security analytics, or client engagement platforms.

Leadership & Expansion Strategic hires such as interim co-presidents Gaby Griffin and David Toth, along with new project launches like Peace in the Storm, indicate active leadership initiatives and expansion into new community and service areas, opening avenues for partnership or customized solutions.

Global Connectivity With a client base spanning across the globe and partnerships with entities like the Archdiocese of Philadelphia and Bea For Kids, FOX presents opportunities to develop tailored services for diverse, international high-net-worth families and philanthropic activities.