Meet Mindy

Mindy Kalinowski Earley, CMP, CFBA has deep experience working with UHNW families, family offices and advisors. Her previous experience working in two single Family Offices prepared her to bring that work to Family Office Exchange (FOX), where she worked with the entire Family Office and UNHW eco-system on…

Core Values

Learning and Personal Growth

We’re here to be helpful and have an impact. We do the important work with you, helping families evolve, learn and grow. We seek knowledge with a goal of continuous improvement that promotes thriving.

Consistency

We value being reliable, delivering consistent results, and ensuring a stable environment with dependable processes and outcomes.

Curiosity

We gravitate toward those who are passionately curious, eager to explore new ideas and possibilities.

Gratitude and Appreciation

Gratitude is the antidote to entitlement. When in doubt, celebrate everything.

"Gratitude turns what we have, into enough." - Aesop

Fun

We’re here to impact families, make a difference, effect change, and move families forward with a shared vision. This is meaningful, important and necessary work. And we like to make it FUN. The work is memorable when you infuse joy, storytelling, experiences, and movement into settings that provide delight.

Certifications

Get in Touch

Learn how we can help your family with all parts of the intergenerational wealth planning process. Contact us today.

Get in Touch

Learn how we can help your family with all parts of the intergenerational wealth planning process. Contact us today.