Peter Moustakarski
CEO of Family Office Exchange (FOX) and a strategist with 25+ years in wealth management, capital markets, and family office advisory, specializing in multi-generational family enterprise design and governance.
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Jan 14, 2026 • 45min
The Archetypical Journey of UHNW Families: Complexity, Cohorts & the Federated Family Office
Peter Moustakarski, CEO of Family Office Exchange and 25+ year strategist in wealth and family enterprise design. He traces the 100–150 year family arc and stages from founder-led firms to multi-generational enterprises. He unpacks complexity frameworks, a 42-factor diagnostic, and the emerging federated family office model for shared infrastructure and expertise.
