Family Office

FOX Launches Private Investor Center

Tom Burroughes Group Editor 1 December 2016

FOX Launches Private Investor Center

The peer-to-peer network for ultra-wealthy families launches a new service, headed by a senior industry figure based out of San Francisco.

Family Office Exchange, the peer-to-peer network for ultra-wealthy families, has launched the FOX Private Investor Center, to be led by Kristi Kuechler, ex-president of the Institute for Private Investors. The offering applies to the whole market, not just family offices.

Kuechler will be based in San Francisco, FOX said in a statement yesterday. She joins FOX after five years as partner and MD of Lattice Strategies, an investment firm based in San Francisco. Prior to this, she was at IPI, responsible for content and curriculum development.

“Over the last few years, FOX has expanded its programs for private investors to include two annual FOX Global Investment Forums, two member Investment Networks and two Peer Councils. This is in addition to our long-running annual FOX Global Investment Survey,” Sara Hamilton, founder and chief executive of Chicago-headquartered FOX, said.

In her new role, Kuechler will report to Hamilton and Alexandre Monnier, president of FOX.

The offerings from the new center include: The Spring and Autumn FOX Global Investment Forums, where members meet to network with their peers and hear from industry experts in a non-commercial setting; the FOX Private Investor Council for family principals responsible for their family's investing; the by-invitation-only FOX Strategic CIO Council, comprised of family office CEOs and CIOs who compare their portfolio strategies and outlooks on a quarterly basis.

Other offerings include: the annual FOX Global Investment Survey; the FOX Direct Investor Network; the FOX Investment Strategy Network. 

The 2017 FOX Spring Global Investor Forums will be on April 6 in San Francisco, while the FOX Autumn Global investment Forum will take place on September 12 in New York City.


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