Advisor Membership Options - Americas
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Membership Categories
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Thought Leader Council™
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MFO Council
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Wealth Advisor
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Specialist Advisor
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Digital Subscriber
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| FOX Website | |||||
| Accounts for all staff of defined member organization |
✓
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✓
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✓
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✓
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| Single account |
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✓
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| FOX member discounts |
✓
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✓
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✓
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✓
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✓
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| Consultation and Peer Advice | |||||
| Experienced relationship manager |
✓
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✓
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✓
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✓
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| Private online discussion group |
✓
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✓
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✓
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✓
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| FOX Advisor Directory with the full list of advisors recommended by FOX family office members |
✓
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✓
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✓
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✓
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✓
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| FOX Deal Exchange Network, attend with clients |
✓
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✓
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✓
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✓
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| Learning and Networking Events* | |||||
| FOX Forums, four admissions (max two per event) |
✓
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| FOX Forums*, one admission | ✓ | ✓ | |||
| FOX Wealth Advisor Forum | ✓ | ||||
| Thought Leaders Summit | ✓ | ||||
| MFO Council Meeting | ✓ | ||||
| 20% discount on any additional events |
✓
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✓
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✓
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✓
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✓
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| Live webinars (20 per year) |
✓
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✓
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✓
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✓
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✓
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| Wealth Advisor Briefings |
✓
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✓
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✓
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✓
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✓
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| 20% discount for clients on University of Chicago Booth School of Private Wealth Management Course |
✓
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✓
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✓
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✓
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✓
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| *Certain events are only open to single and/or multi-family office members |
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| Knowledge Center | |||||
| FOX Research: full studies* |
✓
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✓
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✓
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| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | ✓ | ✓ |
| 20% discount on any study not included in membership |
N/A
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✓
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✓
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✓
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✓
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| Library of industry publications, video presentations and recorded webinars |
✓
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✓
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✓
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✓
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✓
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| Participate in FOX Benchmarking (if qualified) |
✓
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✓
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✓
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✓
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✓
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| FOXConnects (newsletter) | ✓ | ✓ | ✓ | ✓ | ✓ |
| FOX WealthTrends™ Report |
✓
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✓
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✓
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✓
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✓
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| *Certain sensitive studies are only available to family office members |
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| Positioning and Branding | |||||
| Up to three enhanced profiles in FOX Advisor Directory |
✓
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| Enhanced profile in FOX Advisor Directory | ✓ | ✓ | ✓ | ||
| Event and research sponsorship | ✓ | ✓ | ✓ | ✓ | |
| Exhibit at events | ✓ | ✓ | ✓ | ✓ | ✓ |
| Distribute white papers and articles to membership | ✓ | ✓ | ✓ | ✓ | ✓ |
| Annual capabilities presentation at FOX | ✓ | ||||
| Use of FOX logo on your website | ✓ | ✓ | ✓ | ✓ | |
| Visibility through publication of Thought Leaders Council Summit reports |
✓
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