The Advisor Council Experience

The Experience

FOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.

The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that are custom selected to satisfy the needs of that Council.

The Council Commitment

Belonging to a FOX Council requires active participation. Council members commit to:

  • [[{"type":"media","view_mode":"media_large","fid":"10550","attributes":{"alt":"","class":"media-image","height":"137","style":"width: 215px; height: 137px; float: right; margin: 0px 20px;","typeof":"foaf:Image","width":"215"}}]]Involvement in establishing the agenda of the council
  • Full participation in council discussions
  • Open, transparent sharing in the secure environment of council discussions

Key Benefits of Council Membership
  • Annual meetings with highly-qualified Council peers featuring in-depth dialogue and the latest FOX research
  • Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
  • First-hand insights that will help you articulate your firm's distinguishing capabilities
  • Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
  • Access 24 webinars annually covering a wide range of topics by top industry experts
  • Participate in FOX Wealth Advisor benchmarking study
  • Utilize the complete library of
    FOX proprietary family office
    and wealth management research
  • Participate in the private online discussion forum
  • Recieve an extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
  • Ability to submit your firm's articles and white papers to the FOX Knowledge Center
The Experience

FOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.

The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that are custom selected to satisfy the needs of that Council.

The Council Commitment

Belonging to a FOX Council requires active participation. Council members commit to:

  • Involvement in establishing the agenda of the council
  • Full participation in council discussions
  • Open, transparent sharing in the secure environment of council discussions

Key Benefits of Council Membership

 

  • Annual meetings with highly-qualified Council peers featuring in-depth dialogue and the latest FOX research
  • Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
  • First-hand insights that will help you articulate your firm's distinguishing capabilities
  • Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
  • Access 24 webinars annually covering a wide range of topics by top industry experts
  • Participate in FOX Wealth Advisor benchmarking study
  • Utilize the complete library of
    FOX proprietary family office
    and wealth management research
  • Participate in the private online discussion forum
  • Recieve an extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
  • Ability to submit your firm's articles and white papers to the FOX Knowledge Center