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Family Office Exchange launches FOX Networks


Family Office Exchange (FOX), a global membership organisation of enterprise families and their key advisors, has introduced FOX Networks, a new way for members to problem solve and gain expertise in six key family office disciplines. 

The six disciplines are Technology Operations & Data Security, Human Capital, Private Family Trust Companies (PFTC), and three types of investing—Direct Investing, Strategic CIO, and Endowment Model Investing.

There are three aspects to a FOX Network: leadership from a seasoned, subject matter expert, peer discussion to gain the experience of other members, and high quality research and educational content. These elements are delivered through an online community, in person meetings, and a series of scheduled webinars. Recorded webinars, FOX research, and top industry white papers will be available for each Network through the FOX online Knowledge Centre.

“FOX has provided special interest work groups to solve specific problems for decades and now we are formalising Networks to deepen this problem solving,” says Alexandre Monnier, President of Family Office Exchange. “FOX Networks provide a clear, easy way to reach the ideas and get answers to important topical challenges in family offices.”

FOX has recruited a number of distinguished practitioners to run the Networks. Technology Operations and Data Security is headed by Steven Draper, FOX Senior Consultant, who has served as a technology consultant in the wealth management industry for 25 years. The Human Capital Network is led by Kelley Ahuja, Director of Human Capital, who joined FOX earlier this year from the Lyric Opera of Chicago. The PFTC Network is run by Ruth Easterling, a FOX Managing Director for 16 years. The Direct Investing Network is run by Linda Shepro, FOX Managing Director, who joined from FDX Capital earlier this year. The Strategic CIO Network is headed by David Toth, FOX Director of Advisor Research, who joined FOX from PNC, and the Endowment Model Network is led by Karen Clark, FOX Managing Director, who recently joined FOX from Sandaire, a leading multi-family office in London.

Access to the Networks is included in core membership for current FOX members. Non-members are able to access membership in one Network on an a la carte basis. 

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