Company Information

Get to know Family Office Exchange

Founded in 1989, Family Office Exchange (FOX) is a premier global membership organization dedicated to serving enterprise families and their family offices. Its mission is to help families sustain and grow their wealth across generations by providing a private, collaborative community. FOX offers its members access to peer networks, proprietary research and education on best practices, and objective consulting services to navigate the complexities of wealth management, family governance, and legacy building.

Industry

Financial Financial AdvisementPRIMARY
Financial Wealth Management

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Family Office Exchange

United States

Founded in

1989 (37 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.