August 18, 2017 1:24 PM ET

Commercial Services and Supplies

Company Overview of Family Office Exchange, Inc.

Company Overview

Family Office Exchange, Inc. (FOX) provides research, education, networking, and advisory services for wealth owners, family office executives, and advisors in the United States and internationally. Its services include investment advice, management, and monitoring; and financial and tax planning, wealth transfer planning, financial recordkeeping and compliance, family foundation management, and client education and goal development. The company was founded in 1989 and is based in Chicago, Illinois with an additional office in London, United Kingdom.

100 South Wacker Drive

Suite 900

Chicago, IL 60606

United States

Founded in 1989

Phone:

312-327-1200

Fax:

312-327-1212

Key Executives for Family Office Exchange, Inc.

Founder and Chief Executive Officer
Controller
Managing Director of Operations
President of Fox Private Investor Center
Compensation as of Fiscal Year 2017.

Family Office Exchange, Inc. Key Developments

Family Office Exchange Names Miguel López de Silanes Gomez as Market Leader for Europe and Latin America

Family Office Exchange appointed Miguel López de Silanes Gómez to the role of Market Leader for Europe and Latin America. He will be responsible for delivering FOX services to current members and will also work actively to expand the network in Europe and Latin America.  His base will be in Madrid, but he will spend half of his time in Latin America. Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

Family Office Exchange Launches the Fox Private Investor Center; Kristi Kuechler Joins as President of the New Fox Private Investor Center

Family Office Exchange announced the launch of the FOX Private Investor Center. Kristi Kuechler, former President of the Institute for Private Investors (IPI), was named President of the new FOX Private Investor Center. She will be based in San Francisco where she will open and run a new FOX office. Kristi Kuechler joinsFOX after five years as Partner and Managing Director of Lattice Strategies.

Family Office Exchange Appoints Peter Roach as Market Leader for Australia and New Zealand to Replace Melissa James

Family Office Exchange (FOX) has appointed Peter Roach to the role of Market Leader for Australia and New Zealand, succeeding Melissa James who continues as co-facilitator of the FOX Family Enterprise Council meetings. Peter will work on expanding the FOX membership base in the region and guiding families and advisors on global best practices. He will bring to the Australia and NZ market his many years of experience in the family office sector, supported by the expertise FOX has gained from working with over 1000 ultra-wealthy families around the world. Peter was Chief Executive Officer of the Fairfax Family Office, Cambooya Services, from 2000-2012.

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