Case Study
Family Office Exchange
About
Family Office Exchange
Family Office Exchange (FOX) is a premier global community for ultra-high-net-worth families, their family offices, and their advisors. For more than three decades, FOX has set the benchmark for excellence in multigenerational wealth management and family governance—curating world-class education, peer exchange, and practical frameworks that help families preserve both capital and cohesion over time.
Through its forums, academies, digital learning, and deep knowledge center, FOX equips members with the insight, tools, and best practices they need to design robust governance structures, operate sophisticated family offices, and prepare rising generations for responsible ownership and leadership. Any learning experience bearing the FOX name must therefore reflect a very high standard of rigor, discretion, and professionalism, whether it is delivered live or through digital channels.
Context and Challenges
FOX’s training content is uniquely sophisticated. It is built on decades of experience working with complex family systems, evolving governance structures, and sensitive wealth dynamics. The subject-matter experts behind this content—family governance advisors, wealth strategists, and family learning specialists—are in constant demand. Their calendars are filled with high-stakes workshops, one-on-one advisory engagements, and leadership within the FOX community. Their time is both limited and extremely valuable, which made it unrealistic to expect them to also act as full-time scriptwriters and eLearning designers.
Much of FOX’s flagship curriculum historically lived in formats that depended on these experts being present: workshop slide decks, detailed PDFs, internal briefing documents, and one-off presentations. These materials worked well in the room, where an experienced facilitator could unpack nuance, answer questions, and pace the conversation. However, they did not easily translate into immersive, self-paced experiences that could scale across the global membership base or support asynchronous learning for rising generations.
At the same time, FOX had a clear training vision. The organisation did not want digital learning to be a simple archive of slides and recordings. It wanted a modern, interactive, and thoughtfully sequenced experience that would help learners understand and apply complex concepts, not just read about them. Any eLearning modules had to be tightly aligned with FOX’s brand and educational philosophy, reflect the standards expected by sophisticated families and advisors, and sit comfortably alongside existing academies and live programs.
The core challenge was therefore twofold: transform complex training that existed in non-immersive formats into engaging, gamified eLearning modules, and do so in a way that respected the severe constraints on SME time while elevating the learner experience in line with FOX’s commitment to excellence.
Why Selected LAAS by Genius
FOX selected LAAS by Genius because it needed more than a production vendor. It was looking for a partner that could combine learning strategy, instructional design, and high-quality execution into a single, reliable relationship—essentially a fractional L&D department that understood how to work in a demanding, high-standard environment.
On the strategic side, FOX wanted guidance on how to translate its training vision into a coherent digital architecture. This included deciding which topics were best suited for gamified eLearning, how to break down dense workshop material into digestible modules, and how to create learning pathways that would support both individual participants and family or office cohorts over time. FOX also needed a partner that could read and interpret complex, expert-generated content and turn it into accessible, scenario-based learning without diluting its integrity.
On the production side, FOX was looking for a team that could take ownership of the heavy lifting: drafting scripts, designing interactive experiences, building SCORM-compliant modules, and ensuring that every asset aligned with FOX’s brand and tone. Equally important, the partnership needed to be structured so that SME involvement was focused and time-efficient—reviewing and refining, rather than starting from a blank page.
LAAS by Genius met these requirements by offering a model that allowed FOX to significantly expand its digital training capacity without building an in-house production team. Over time, the LAAS team developed a deep understanding of FOX’s content, standards, and expectations, allowing new initiatives to move more quickly from idea to finished module.
Solution Overview
Together, FOX and LAAS designed and implemented a digital training approach that honored the depth of FOX’s content while making it accessible, engaging, and scalable.
Learning Architecture and Strategic Guidance
The engagement began with structured conversations about audiences, goals, and constraints. FOX and LAAS clarified who each program was for—for example, rising-generation participants, family office executives, trustees, or advisors—and what would count as success for those learners. They then mapped the existing materials against these goals and identified where eLearning could add the most value.
Rather than simply reproducing slide decks online, LAAS worked with FOX to define a learning architecture for each priority topic. Complex workshops were broken down into modules, each with a clear purpose and set of outcomes. Sequences were designed to move learners from foundational understanding into application, reflection, and discussion. This strategic groundwork ensured that the subsequent eLearning build would be coherent, purposeful, and aligned with FOX’s broader program design.
Gamified, Interactive eLearning and SCORM Content
Once the architecture was defined, LAAS reimagined the content as immersive, gamified eLearning. Using tools capable of producing LMS-ready, SCORM-compliant content, LAAS built modules that combined concise explanation, visual storytelling, and interactive decision-making.
Scenario-based learning became a central element of the design. Learners were invited into realistic situations involving families and family offices—navigating governance dilemmas, role clarity issues, or rising-generation challenges—and asked to choose how they would respond. Different choices led to different outcomes, with feedback grounded in FOX’s best practices and frameworks. This approach allowed learners to experience the consequences of decisions in a safe environment, building judgment and confidence.
Throughout the modules, short segments of teaching were interleaved with reflective questions and knowledge checks, helping learners consolidate their understanding and connect the content to their own context. The design aimed not only to convey information, but to encourage thoughtful engagement and meaningful application.
Protecting SME Time While Elevating Quality
Because SME bandwidth was one of FOX’s most constrained resources, the production model was built around a “review, not build” approach. LAAS took primary responsibility for transforming existing materials into structured learning experiences. The team analysed slide decks, notes, and any existing documentation or recordings, and from these sources drafted scripts, interaction flows, and storyboards.
Subject-matter experts were brought in at key milestones to validate structure, clarify nuance, and refine examples. These reviews were deliberately focused and time-boxed, allowing experts to contribute high-value insight without being pulled into day-to-day production tasks. Once feedback was incorporated, LAAS proceeded with full build-out and quality assurance, returning to SMEs only for final approval.
This model ensured that the modules reflected FOX’s intellectual standards and practical experience, while significantly reducing the amount of time experts had to devote to content development.
Branded and Consistent Design
Throughout the solution, strict attention was given to FOX’s visual and experiential identity. Colours, typography, layouts, and imagery were aligned with existing FOX materials. The tone of voice in the modules mirrored what members would recognise from FOX events and publications: thoughtful, precise, and grounded in real-world practice.
This consistent design approach meant that learners experienced the modules as a natural extension of FOX’s brand. The digital environment felt familiar and trustworthy, reinforcing the sense that they were engaging with the same level of quality they expected from in-person interactions and live programs.
Partnership Model and Governance
The collaboration between FOX and LAAS was structured as an ongoing fractional L&D partnership rather than a one-off project. A dedicated senior project manager at LAAS acted as FOX’s primary point of contact, coordinating priorities, timelines, and feedback across internal stakeholders.
Behind the scenes, LAAS orchestrated instructional designers, content writers, visual designers, and eLearning developers to move from concept to deployment. FOX’s SMEs and program leaders were engaged at critical checkpoints, but did not need to manage the day-to-day mechanics of production. Over time, this structure created a smooth rhythm of work: new initiatives could be scoped, prioritised, and executed with a clear understanding of roles, expectations, and quality standards.
This governance model allowed FOX to retain strategic control over its training vision and intellectual property, while relying on LAAS to provide the operational muscle and specialised expertise required to bring that vision to life in digital form.
Outcomes and Impact
Although the collaboration is ongoing, several outcomes are already evident.
First, FOX now has interactive, gamified eLearning modules where previously it had primarily static, non-immersive assets. These modules make complex governance and family learning topics more approachable and repeatable. Learners can progress at their own pace, revisit sections as needed, and experiment with decisions and scenarios without the pressure of a live room.
Second, subject-matter experts have been able to refocus their time on what they do best. Instead of being drawn into the mechanics of building slides or writing eLearning scripts, they contribute their expertise in targeted ways—setting direction, refining nuance, and engaging directly with families and offices. LAAS takes responsibility for turning that expertise into durable, high-quality digital assets.
Third, the digital learning experience is now fully aligned with FOX’s brand and training standards. The modules do not feel like generic courses; they feel like FOX. This coherence supports learner trust and engagement and makes it easier to integrate the modules into broader academies, blended programs, and live facilitation.
Finally, FOX now has a proven, scalable model for future digital initiatives. When a new topic or audience emerges, there is a clear path from idea to execution: clarify objectives, collaborate with LAAS on the learning architecture, involve SMEs at focused points, and launch a branded, interactive module that can be reused and refined over time.
Summary
Family Office Exchange set out to match the excellence of its in-person, expert-led education with an equally high-calibre digital offering. By partnering with LAAS by Genius, FOX has transformed complex training previously locked in non-immersive formats into gamified, interactive eLearning modules that align with its brand, values, and long-term training vision.
The partnership has allowed FOX to protect scarce SME time, elevate the learner experience, and build a scalable, coherent digital training ecosystem without expanding internal production headcount. In doing so, FOX has strengthened its ability to support multigenerational families, family offices, and advisors worldwide—delivering not only knowledge, but well-designed, engaging learning experiences that reflect the organisation’s enduring commitment to excellence.