Code of Conduct

Community Participation and Etiquette Guidelines

Thank you for being part of our community. To ensure the best possible experience for all members, we have established some basic guidelines for participation.

By joining and participating in this community, you agree that you have read and will follow these guidelines. You also agree to keep your discussions, shared files, and content to that best suited to the medium. This is a great medium with which to solicit the advice of your peers, benefit from their experience, and participate in an ongoing conversation.

Please take a moment to acquaint yourself with these important guidelines.  In order to preserve a climate that encourages both civil and fruitful dialogue, we reserve the right to suspend or terminate participation in this community discussion for anyone who violates them. If you have any questions or concerns, please direct them to our support team via the Contact Us link on this site.

Participation Guidelines

  • Each individual is responsible to determine how much personal information he or she will share within the community. FOX encourages you to include a signature tag on your messages, including your name, affiliation, and location to promote credibility and community; however, anonymous postings are allowed.

  • The discussions and comments are meant to stimulate conversation, not to create contention. Let others have their say, just as you may. Don't attack others.

  • Defamatory, abusive, profane, threatening, offensive, or illegal comments and materials are strictly prohibited. Do not post anything that you would not want the world to see or that you would not want anyone to know came from you.

  • Remember that other participants can reproduce postings to this site.

  • Use caution when discussing products, services, and service providers. Information posted in the discussion groups and in the libraries is available for all members to see, and comments are subject to libel, slander, and antitrust laws. Don't post unsolicited commercial messages on any discussion list, resource library entry, or other area where others might see it.

  • Please note carefully all items listed in the disclaimer and legal rules below, particularly regarding the copyright ownership of information posted.

  • Post your message or documents only to the most appropriate discussions or libraries.

  • All messages should add to the body of knowledge for the community. We reserve the right to reject any message for any reason.

Discussion Group Etiquette

  • State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject.

  • Only send a message to the entire list when it contains information that can benefit the community. Use the “Reply to Sender” link to send messages such as "thanks for the information" or "me too" to reply to an individual.

  • Use the web interface to change your settings or to remove yourself from a list. If you are changing an e-mail address, you do not need to remove yourself from the list and rejoin under your new e-mail address. Simply change your settings.


    The Legal Stuff

    This site is provided as a service for the members of Family Office Exchange. Family Office Exchange is not responsible for the opinions and information posted on this site by others. We disclaim all warranties with regard to information posted on this site, whether posted by Family Office Exchange or any third party; this disclaimer includes all implied warranties of merchantability and fitness. In no event shall Family Office Exchange be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data, or profits, arising out of or in connection with the use or performance of any information posted on this site.

    Do not post any defamatory, abusive, profane, threatening, offensive, or illegal materials. Do not post any information or other material protected by copyright without the permission of the copyright owner. By posting material, the posting party warrants and represents that he or she owns the copyright with respect to such material or has received permission from the copyright owner. In addition, the posting party grants Family Office Exchange and users of this site the nonexclusive right and license to display, copy, publish, distribute, transmit, print, and use such information or other material.

    Messages should not be posted if they encourage or facilitate members to arrive at any agreement that either expressly or impliedly leads to price fixing, a boycott of another's business, or other conduct intended to illegally restrict free trade. Messages that encourage or facilitate an agreement about the following subjects are inappropriate: prices, discounts, or terms or conditions of sale; salaries; profits, profit margins, or cost data; market shares, sales territories, or markets; allocation of customers or territories; or selection, rejection, or termination of customers or suppliers.

    Family Office Exchange does not actively monitor the site for inappropriate postings and does not on its own undertake editorial control of postings. However, in the event that any inappropriate posting is brought to the attention of Family Office Exchange we will take all appropriate action.

    Family Office Exchange reserves the right to terminate access to any user who does not abide by these guidelines.


    Privacy Policy

    We respect your privacy

    Family Office will not release, sell or rent any personal information you provide to us including and similar to your name, address, telephone number and e-mail address to any entities or individuals outside of our organization except as noted below. 

    With Whom Do We Share the Personal Information We Collect Through This Site

    Our Service Providers.
    We may need to share your personal information with companies that perform services on our behalf, such as Higher Logic. Our service providers are required by contract to protect the confidentiality of the personal information we share with them and to use it only to provide specific services on our behalf.

    Business Transfers.
    Your personal information may be transferred to another entity in connection with a merger, reorganization, dissolution or similar corporate event. If such a transfer were ever to occur, the acquiring entity’s use of your personal information will still be subject to this Privacy Policy.

    Government and Legal Disclosures
    We may disclose the personal information we collect through this Site, when we, in good faith, believe disclosure is appropriate to comply with the law (or a court order or subpoena); to prevent or investigate a possible crime, such as fraud or identity theft; to enforce our Terms and Conditions or other agreements that govern your use of this Site; or to protect the rights, property or safety of our company, our users, or others.


    A "cookie" is a small data text file that is placed in your browser and allows us to recognize you each time you visit this site (personalization, etc). Cookies themselves do not contain any personal information, and we do not use cookies to collect personal information. Cookies may also be used by 3rd party content providers such as newsfeeds.

    Remember The Risks Whenever You Use The Internet

    While we do our best to protect your personal information, we cannot guarantee the security of any information that you transmit to us and you are solely responsible for maintaining the secrecy of any passwords or other account information. In addition other Internet sites or services that may be accessible through our site have separate data and privacy practices independent of us, and therefore we disclaim any responsibility or liability for their policies or actions. Please contact those vendors and others directly if you have any questions about their privacy policies. For any other information please contact us using the Contact Us page.