Family Office Exchange (FOX)
Peer exchange, research, and education; a long-standing hub of the profession.
Enlace verificado Aug 10, 2026
Más en Associations & Networks
Research and membership organization for family offices and family businesses globally.
Family Firm Institute (FFI)Global association for family-enterprise professionals; grants GEN certificates.
Purposeful Planning InstituteCommunity of advisors focused on the human and purpose side of family wealth transitions.
STEP (Society of Trust and Estate Practitioners)Global professional body for trust and estate practitioners; grants the TEP designation.
UHNW InstituteNonprofit think tank focused on ultra-high-net-worth families and the advisors who serve them.