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
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
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
Meristem Mutlifamily Office
M Financial
Nease, Lagana, Eden & Culley Inc.
NY Private Bank and Trust 
Northern Trust Wealth Management Group
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

To learn more about the FOX 2009-2010 Directory of Leading Wealth Advisors, please visit www.foxexchange.com or contact [email protected].


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