Advisor Membership Options - Europe, Asia/Pacific, Africa
Membership Categories | ||||
|---|---|---|---|---|
Global MFO Council | Wealth Advisor | Specialist Advisor | Digital Subscriber | |
| FOX Website | ||||
| Accounts for all office staffof defined member organization | ✓ | ✓ | ||
| Single account | ✓ | ✓ | ||
| FOX member discounts | ✓ | ✓ | ✓ | ✓ |
| Consultation and Peer Advice | ||||
| Experienced relationship manager | ✓ | ✓ | ✓ | |
| Private online discussion group | ✓ | ✓ | ✓ | |
| FOX Advisor Directory with the full list of advisors recommended by FOX family office members | ✓ | ✓ | ✓ | ✓ |
| FOX Deal Exchange Network, attend with clients | ✓ | ✓ | ✓ | |
| Learning & Networking Events | ||||
| 20% discount on events | ✓ | ✓ | ✓ | ✓ |
| Global MFO Council Meeting | ✓ | |||
| Live webinars (20 per year) | ✓ | ✓ | ✓ | ✓ |
| Regional meetings | ✓ | ✓ | ✓ | ✓ |
| 20% discount on University of Chicago Booth School of Private Wealth Management Course | ✓ | ✓ | ✓ | ✓ |
| Knowledge Center | ||||
| FOX Research: full studies* | ✓ | ✓ | ||
| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | ✓ |
| 20% discount on any study not included in membership | ✓ | ✓ | ✓ | ✓ |
| Library of industry publications, video presentations and recorded webinars | ✓ | ✓ | ✓ | ✓ |
| Participate in FOX Benchmarking, if qualified | ✓ | ✓ | ✓ | ✓ |
| FOXConnects (newsletter) | ✓ | ✓ | ✓ | ✓ |
| FOX WealthTrends™ Report | ✓ | ✓ | ✓ | ✓ |
| *Certain sensitive studies are only available to family office members | ✓ | ✓ | ✓ | ✓ |
| Positioning and Branding | ||||
| Enhanced profile in FOX Advisor Directory | ✓ | ✓ | ✓ | |
| Sponsor events and research | ✓ | ✓ | ✓ | |
| Exhibit at events | ✓ | ✓ | ✓ | ✓ |
| Distribute white papers and articles to membership | ✓ | ✓ | ✓ | ✓ |
| Use of FOX logo on your website | ✓ | ✓ | ✓ | |