Family Office Exchange (FOX) Offers New List Of Advisors To Clients With $20 Million In Assets

 
Citing the confusion in the marketplace that clients experience relative to the service offerings of industry firms and advisors, FOX feels the list will better inform clients and offer them a better due diligence screening as they try to assess advisor quality and offerings.
 
To be on the FOX list, advisors and firms are ranked by 22 metrics which include aspects such as financial stability of the firm, competence of senior management, advisor and advisor team experience and expertise, disciplinary aspects of the firm’s investment philosophy, and a firm’s capabilities for global investing.
 
FOX’s founder Sara Hamilton notes that families with larger assets have more complex needs and need a different level of advice. Top areas of concern for such families include estate planning, tax planning, philanthropy, bill-paying, and financial education for next generations.
 
There are currently 30 firms on the list and the ultimate target number is 100. Twenty-two of the current 30 are members of FOX. Basic information about the firms will be complimentary in the listing. However, more detailed aspects of firm services, including videos and Q&As with firm senior management, will incur a small fee.  
 
The biggest impact from this announcement is the focus on a largely overlooked tier of wealth, the $20 million to $50 million segment. By providing a list of advisors specifically focused on serving families with assets in that range, FOX is taking a step to connect the two sides of the industry—the family office and advisor industries—and, in the process, serving to bring a family office level of service to families of wealth who previously may not have had access to the level of advice they need based on the complexity of their wealth management challenges.

 

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