Advisors
Advisors are an Important Part of the FOX Community
Providing services to multi-generational families and their family offices is a business very few organizations understand or have the required capabilities to succeed. At FOX, we are familiar with family office advisors' unique positions. As a result, we dedicate our time and resources to help family advisors succeed by giving them tools, knowledge, and training to benefit them in an ever-changing industry.
| Stay ahead of the pack and join a unique community of advisors to share ideas and insights specific to this work and to gain first-hand knowledge about what is on the minds of families and family offices. | This includes the critical issues they face and how they can leverage the resources and expertise of your firm to achieve their goals. |
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FOX Brings Key Values to Your Firm
At FOX, we value objectivity and discretion. We curate resources and form connections to provide continuous learning and help advisors anticipate future obstacles.
Objectivity
Provide independent, objective, and unbiased knowledge, guidance and advice.
- Providing unbiased education, recommendations, and guidance for your best interests.
- Offering best-fit connections and advice for your specific situation and needs.
- Empowering you to make the best possible decisions for you and your family.
Objectivity
Provide independent, objective, and unbiased knowledge, guidance and advice.
- Providing unbiased education, recommendations, and guidance for your best interests.
- Offering best-fit connections and advice for your specific situation and needs.
- Empowering you to make the best possible decisions for you and your family.
Discretion
Safeguard member privacy and protect against unwelcome commercial targeting.
- Providing confidentiality and privacy in a safe environment to address sensitive topics and personal matters.
- Safeguarding your information in a secure, private setting.
Discretion
Safeguard member privacy and protect against unwelcome commercial targeting.
- Providing confidentiality and privacy in a safe environment to address sensitive topics and personal matters.
- Safeguarding your information in a secure, private setting.
Connections
Cultivate meaningful, life-long connections among like-minded peers on similar life journeys.
- Making multi-faceted and purposeful connections to learn from one another and share experiences.
- Hosting events and forums for you to engage with industry leaders, strategic advisors, and individuals on a similar journey.
Connections
Cultivate meaningful, life-long connections among like-minded peers on similar life journeys.
- Making multi-faceted and purposeful connections to learn from one another and share experiences.
- Hosting events and forums for you to engage with industry leaders, strategic advisors, and individuals on a similar journey.
Curation
Sift through the noise to deliver highly relevant and timely knowledge, data, and insights.
- Listening intently to your needs and delivering personalized advice, resources, and connections.
- Going deeper to help you solve complicated problems and provide meaningful tools and solutions to help you successfully navigate your journey.
Curation
Sift through the noise to deliver highly relevant and timely knowledge, data, and insights.
- Listening intently to your needs and delivering personalized advice, resources, and connections.
- Going deeper to help you solve complicated problems and provide meaningful tools and solutions to help you successfully navigate your journey.
Learning
Foster a community of peer sharing, collective intelligence and continuous learning.
- Sharing best practices, critical tools, and sound advice with current thinking and education for all stages of your journey.
- Helping chart your path to success by gaining a deeper, shared understanding of best practices.
- Providing opportunities to learn from the experiences of a community of advisors and peers.
Learning
Foster a community of peer sharing, collective intelligence and continuous learning.
- Sharing best practices, critical tools, and sound advice with current thinking and education for all stages of your journey.
- Helping chart your path to success by gaining a deeper, shared understanding of best practices.
- Providing opportunities to learn from the experiences of a community of advisors and peers.
Foresight
Foresee key trends, anticipate future developments, and foster proactivity and preparedness.
- Guiding you strategically to think forward to the future, to see around corners, and to avoid pitfalls.
- Meeting you where you are on the continuum of your family journey, with open communication about family values, foreseeable challenges, and success in the future.
Foresight
Foresee key trends, anticipate future developments, and foster proactivity and preparedness.
- Guiding you strategically to think forward to the future, to see around corners, and to avoid pitfalls.
- Meeting you where you are on the continuum of your family journey, with open communication about family values, foreseeable challenges, and success in the future.