Advisor Membership New 2
Advisor Membership Levels | ||||||
|---|---|---|---|---|---|---|
Thought Leader Council™ | Integrated Wealth Advisor Council™ or Multi-Family Office Council™ | General Advisor Membership | Specialist Advisor Membership | |||
| COMMUNITY | ||||||
| FOX Fall Forum Meet and network with your peers from around the world including families and family office executives. (Event credits included in membership) | 2 | 1 | 1 | Invited, but not included in fee. | ||
| FOX Financial Executives Forum (registrations included) | 1 | 1 | 1 | |||
| FOX Wealth Advisor Forum (registrations included) | 1 | 1 | 1 | 1 | ||
| FOX Global Investment Forum (CIO registration included) | 1 | 1 | ||||
| FOX Wealth Advisor Briefings (10 annually, major cities) | All | All | All | All | ||
| Thought Leaders Summit (registrations included) | 1 | |||||
| Council Meetings Integrated Wealth Advisor Council | 2 | |||||
| Council Meetings Multi-Family Office Council | 1 | |||||
| Private Online Discussion Group Instant answers to questions of the Network | ✓ | ✓ | ✓ | ✓ | ||
| FOXConnects Newsletter Stay up to date on activities of the FOX Network and top articles with the semi-monthly e-newsletter. | ✓ | ✓ | ✓ | ✓ | ||
| ADVICE | ||||||
Consulting Relationship Manager Council Level members work with their Council moderator who gets to know their needs and connects them with the FOX data, experts, and the other FOX members they need to work with. | ✓ | ✓ | ||||
Experienced Relationship Manager Gets to know General and Specialty Advisor needs and connects them with FOX data, needed experts, and other FOX members. | ✓ | ✓ | ||||
FOX Networks Council members may join up to 2 Networks: • Direct Investing • Private Family Trust Company • Strategic CIO • Technology Operations & Data Security • Human Capital • External Investing Strategies | 2 | 2 | ||||
FOX Advisor Directory Access the directory of all FOX Advisor Members. | ✓ | ✓ | ✓ | ✓ | ||
Annual Capabilities Review at FOX | ✓ | |||||
| KNOWLEDGE | ||||||
FOX Knowledge Center Access—via our website—for all office staff and family members. | ✓ | ✓ | ✓ | ✓ | ||
Content Includes: FOX Research: full studies (*only certain studies available) | ✓ | ✓* | ✓* | |||
| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | ✓ | ||
Library of industry publications, video presentations and recorded webinars | ✓ | ✓ | ✓ | ✓ | ||
FOX Insights Blog Frequently-updated short pieces on topics of immediate interest to the FOX community. | ✓ | ✓ | ✓ | ✓ | ||
FOX Benchmarking May participate if qualified | ✓ | ✓ | ✓ | |||
| EDUCATION | ||||||
Live Webinars 24 annually and over 100 recorded webinar programs | ✓ | ✓ | ✓ | ✓ | ||
FOX Workshops and Events Advisors may invite their clients for the member rate | ✓ | ✓ | ✓ | ✓ | ||
University of Chicago Booth School of Business Private Wealth Management Course (20% discount for clients) | ✓ | ✓ | ✓ | ✓ | ||
| POSITIONING & BRANDING | ||||||
FOX Advisor Directory Extended profiles for members only | 3 | 1 | 1 | 1 | ||
Sponsorship Opportunities Event, research and Network | ✓ | ✓ | ✓ | ✓ | ||
White Paper Distribution FOX will promote your white papers to members via FOXConnects and the annual FOX 100 Resource Center | ✓ | ✓ | ✓ | ✓ | ||
| Contribute Blog Posts to the FOX Insights Blog | ✓ | |||||
| Use the FOX logo on your website | ✓ | ✓ | ✓ | ✓ | ||
| Link to your website from FamilyOffice.com | ✓ | ✓ | ✓ | ✓ | ||
| Visibility in Thought Leaders Council Summit Reports | ✓ | |||||
Advisor Membership Levels | ||||||
|---|---|---|---|---|---|---|
Thought Leader Council™ | Integrated Wealth Advisor Council™ or Multi-Family Office Council™ | General Advisor Membership | Specialist Advisor Membership | |||
| COMMUNITY | ||||||
| FOX Fall Forum Meet and network with your peers from around the world including families and family office executives. (Event credits included in membership) | 2 | 1 | 1 | Invited, but not included in fee. | ||
| FOX Financial Executives Forum (registrations included) | 1 | 1 | 1 | |||
| FOX Wealth Advisor Forum (registrations included) | 1 | 1 | 1 | 1 | ||
| FOX Global Investment Forum (CIO registration included) | 1 | 1 | ||||
| FOX Wealth Advisor Briefings (10 annually, major cities) | All | All | All | All | ||
| Thought Leaders Summit (registrations included) | 1 | |||||
| Council Meetings Integrated Wealth Advisor Council | 2 | |||||
| Council Meetings Multi-Family Office Council | 1 | |||||
| Private Online Discussion Group Instant answers to questions of the Network | ✓ | ✓ | ✓ | ✓ | ||
| FOXConnects Newsletter Stay up to date on activities of the FOX Network and top articles with the semi-monthly e-newsletter. | ✓ | ✓ | ✓ | ✓ | ||
| ADVICE | ||||||
Consulting Relationship Manager Council Level members work with their Council moderator who gets to know their needs and connects them with the FOX data, experts, and the other FOX members they need to work with. | ✓ | ✓ | ||||
Experienced Relationship Manager Gets to know General and Specialty Advisor needs and connects them with FOX data, needed experts, and other FOX members. | ✓ | ✓ | ||||
FOX Networks Council members may join up to 2 Networks: • Direct Investing • Private Family Trust Company • Strategic CIO • Technology Operations & Data Security • Human Capital • External Investing Strategies | 2 | 2 | ||||
FOX Advisor Directory Access the directory of all FOX Advisor Members. | ✓ | ✓ | ✓ | ✓ | ||
Annual Capabilities Review at FOX | ✓ | |||||
| KNOWLEDGE | ||||||
FOX Knowledge Center Access—via our website—for all office staff and family members. | ✓ | ✓ | ✓ | ✓ | ||
Content Includes: FOX Research: full studies (*only certain studies available) | ✓ | ✓* | ✓* | |||
| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | ✓ | ||
Library of industry publications, video presentations and recorded webinars | ✓ | ✓ | ✓ | ✓ | ||
FOX Insights Blog Frequently-updated short pieces on topics of immediate interest to the FOX community. | ✓ | ✓ | ✓ | ✓ | ||
FOX Benchmarking May participate if qualified | ✓ | ✓ | ✓ | |||
| EDUCATION | ||||||
Live Webinars 24 annually and over 100 recorded webinar programs | ✓ | ✓ | ✓ | ✓ | ||
FOX Workshops and Events Advisors may invite their clients for the member rate | ✓ | ✓ | ✓ | ✓ | ||
University of Chicago Booth School of Business Private Wealth Management Course (20% discount for clients) | ✓ | ✓ | ✓ | ✓ | ||
| POSITIONING & BRANDING | ||||||
FOX Advisor Directory Extended profiles for members only | 3 | 1 | 1 | 1 | ||
Sponsorship Opportunities Event, research and Network | ✓ | ✓ | ✓ | ✓ | ||
White Paper Distribution FOX will promote your white papers to members via FOXConnects and the annual FOX 100 Resource Center | ✓ | ✓ | ✓ | ✓ | ||
| Contribute Blog Posts to the FOX Insights Blog | ✓ | |||||
| Use the FOX logo on your website | ✓ | ✓ | ✓ | ✓ | ||
| Link to your website from FamilyOffice.com | ✓ | ✓ | ✓ | ✓ | ||
| Visibility in Thought Leaders Council Summit Reports | ✓ | |||||