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Family Office Exchange launches the FOX Private Investor Center

Kristi Kuechler, former President of IPI, will head the Center

CHICAGO, Nov. 30, 2016 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the leading peer-to-peer network for ultra-wealthy families, today 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.

/EIN News/ -- “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,” said Sara Hamilton, Founder and CEO of FOX. “With this level of activity, it made sense to organize the programs into a Center and bring in an experienced leader who can develop it to its fullest potential.”

Kristi Kuechler joins FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Ms. Kuechler served as President of the Institute for Private Investors, where she was responsible for content and curriculum development and oversaw all issues relating to IPI membership.

“As FOX continues its focus on serving ultra-wealthy families around the world, we are excited to enhance our delivery of world-class networking and investment education to support self-directed investors and family offices in their investment decisions,” said Alexandre Monnier, President of Family Office Exchange. “Kristi is a proven, respected leader in this market who is perfectly suited to oversee this initiative.”

Kuechler will report to Sara Hamilton, Founder and CEO, and Alexandre Monnier, President of FOX.

“I am delighted to join the team at Family Office Exchange and extend their three decades of work serving affluent families,” said Kristi Kuechler. “I look forward to leading this new initiative in support of active investors, built upon the industry-leading resources of Family Office Exchange.”

The offerings from the new FOX Private Investor 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 unique FOX Private Investor Council­­­ for family princip­­als responsible for their family's investing. The group of closely matched peers meets twice a year to exchange ideas and analyze issues that challenge private investors.

  • 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.

  • The annual FOX Global Investment Survey, providing a rapid response benchmark on asset allocation, past year performance, and coming year strategy among ultra-wealthy investors and family offices.

  • The FOX Direct Investor Network, where members share information and review investment opportunities in direct deals.

  • The FOX Investment Strategy Network, which provides an efficient and effective way for members to access FOX investment content and communicate with other members.

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. The theme of the Spring Forum will be The Future of Alpha.

There are two ways to join the FOX Private Investor Center—as a Core member or as Council member. Both memberships include admission to the two FOX Global Investment Forums; the two FOX investment Networks; 24 online live webinars; over 175 recorded webinars; access to the FOXChat™ online discussion group; participation in the FOX Global Investment Survey; and access to the FOX online Knowledge Center, with over 1000 industry whitepapers, FOX research reports, and past meeting materials. Council members also will attend their peer council meetings twice a year and have access to a private Council online discussion group.

To learn more about the FOX Private Investor Center, please visit

About Family Office Exchange

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

FOX is headquartered in Chicago with offices in New York, San Francisco, and Sydney. For more information about FOX, email us at or visit

Media contact
Marvin Pollack

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