About Family Office Exchange
Since 1989, Family Office Exchange (FOX) has been the definitive source of insight and best practices associated with the business of managing family wealth. Celebrating our 20th anniversary, FOX remains true to its founding mission of shared knowledge, owner education and peer exchange across a sophisticated, global network of wealth-owning families. Members benefit from the collective experience of their peers and advisors that is shared throughout the year via member events, best practice studies and peer-to-peer benchmarking, webinars and a private online discussion forum.
Directory of multifamily office and wealth advisory firms
Alexandra & James
Anchin, Block and Anchin LLP
Argos Partners, LLC
Ashbridge Investment Management, LLC
Atlantic Trust
Canadian Family Futures Inc.
Cedar Street Advisors
Century Wealth Management, LLC
Clearbrook Partners
Convergent Wealth Advisors
Deutsche Bank Private Wealth Management
Eton Advisors, LP
Fidelity Family Office Services
Fiduciary Trust Company International
Frost Wealth Management Services
Geller Family Office Services LLC
GenSpring Family Offices
Glenmede Trust Company
Gresham Partners, LLC
Harris myCFO
Harvest Financial Advisors, LLC
Hawthorn
Hemenway & Barnes LLP
HSBC Private Bank
Kanaly Trust
Laird Norton Tyee
Legacy Family Office, LLC
MAI Wealth Advisors, LLC
Manchester Capital Management LLC
Mirador Family Wealth Advisors
Morgan Stanley Trust, N.A.
Neuberger Berman
Northwood Family Office LP
Pictet Family Office
Pitcairn
Rockefeller and Company, Inc.
Rothstein Kass
Sentinel Trust Company, LBA
Shelterwood Financial Services LLC
Silver Bridge Advisors, LLC
South Dakota Trust Company LLC
State Street Global Advisors
TAG Associates, LLC
The Myer Family Office Ltd.
The Northern Trust Company
The PrivateWealth Group
at The PrivateBank
The St. Louis Trust Company
Threshold Group
Tiedemann Trust Company
Tolleson Private Wealth Management
U.S. Bank - The Private Client Reserve
U.S. Trust, Bank of America
Private Wealth Management
UHY Advisors TX, LLC
Vogel Consulting
Wells Fargo Family Wealth Group
Wilmington Family Office
Directory of multifamily office and wealth advisory firms
Acacia Wealth Advisors
Alaska Trust
AM&M Financial Services
Arlington Partners Family Office
Aspiriant, LLC
Athena Capital Advisors, Inc.
Baldwin Management, LLC
Ballentine, Finn & Company, Inc.
BBR Partners
BCG Companies
Bessemer Trust Company, N.A.
BKD Wealth Advisors, LLC
BNR Partners LLC
Calibre Family Office Services
Catalyst Financial Planning &
Investment Management
CFG Business Solutions, LLC
Cherry Tree Family Office
Coppertree, Ltd.
Coyle Asset Management
Credit Suisse Private Bank
Cypress Wealth Advisors
Erben Associates, LLC
Filament, LLC
Financial Clarity, Inc.
Financial Concepts Inc.
Financial Controllers, Inc.
Financial Management Partners
Financial Vision LLC
Gleneagles Group
Greycourt & Co., Inc.
Guggenheim Partners, LLC
Halbert Hargrove
Hale & Dorr Capital Management
Highmount Capital LLC
Hillview Capital Advisors, LLC
Hudson Advisor Services, Inc.
Inlign Wealth Management LLC
Insurance Design Center
Insurance Management Consultants, LLC
J & T Roush Family LLC
Jacobus Wealth Management, Inc.
Lau Associates LLC
Legacy Trust Company
Legacy Wealth Group
Legg Mason Investment Counsel
Lexington Family Office Services, LLC
Lipson Group Inc.
Lowenhaupt Global Advisors
Mahoney Cohen Family Office Services, LLC
Marquette Asset Management
MCM
Meristem Mutlifamily Office
M Financial
Nease, Lagana, Eden & Culley Inc.
NY Private Bank and Trust
Northern Trust Wealth Management Group
OPTIVEST, Inc.
Oxford Financial Group, Ltd
Pepper International
Plante & Moran Financial Advisors
Prosperitas Group
Raymond James Trust
Savant Capital Management, Inc.
Signature Financial Management, Inc.
Silvercrest Asset Management Group
St. Louis Trust Company
Sterling Private Wealth &
Family Office Counsel
Sumnicht & Associates, LLC
TBK Investments, Inc.
Telemus Wealth Advisors LLC
Truepoint Capital, LLC
WealthTouch Advisors
Welch & Forbes LLC
Yolles-Samrah
To learn more about the FOX 2009-2010 Directory of Leading Wealth Advisors, please visit www.foxexchange.com or contact [email protected].