External Investment Strategy Network

The Network Experience
 
[[{"type":"media","view_mode":"media_original","fid":"10605","attributes":{"alt":"","class":"media-image","style":"width: 75px; height: 75px; float: left;","typeof":"foaf:Image"}}]]The FOX External Investment Strategy Network is an invitation only network for wealth owners and senior family office executives who engage and oversee an external CIO or investment strategist to manage their investable assets.
 
Member families pursue a diversified approach to managing their wealth and generally have a wealth preservation rather than wealth creation approach. Their time horizon is long term and multi-generational. Investment decision-making may be discretionary or non-discretionary. The family itself or single family office may or may not create its own consolidated investment reports.
 
The network and the peer exchange are supported by FOX research and resources. FOX staff will facilitate the dialogue and the the networks will also draw on third parties and their expertise.
 

Key Benefits of Network Membership
 
  • Meet and work with vetted peers who are active in overseeing third party strategic advisors giving you the opportunity to share in the experience and best practices
  • Participate in live network peer-exchange sessions at FOX Global Investment Forum and other in-person network meetings scheduled throughout the year
  • Access FOX research on investment trends and behaviors of multi-generation families and the industry that serves them
  • Join in webinar programs throughout the year programmed specifically for the FOX External Investment Strategy network
  • Gain instant feedback on questions and requests via the online community of fellow FOX External Investment Strategy Network members
The Network Experience
 
The FOX External Investment Strategy Network is an invitation only network for wealth owners and senior family office executives who engage and oversee an external CIO or investment strategist to manage their investable assets.
 
Member families pursue a diversified approach to managing their wealth and generally have a wealth preservation rather than wealth creation approach. Their time horizon is long term and multi-generational. Investment decision-making may be discretionary or non-discretionary. The family itself or single family office may or may not create its own consolidated investment reports.
 
The network and the peer exchange are supported by FOX research and resources. FOX staff will facilitate the dialogue and the the networks will also draw on third parties and their expertise.
 

Key Benefits of Network Membership
 
  • Meet and work with vetted peers who are active in overseeing third party strategic advisors giving you the opportunity to share in the experience and best practices
  • Participate in live network peer-exchange sessions at FOX Global Investment Forum and other in-person network meetings scheduled throughout the year
  • Access FOX research on investment trends and behaviors of multi-generation families and the industry that serves them
  • Join in webinar programs throughout the year programmed specifically for the FOX External Investment Strategy network
  • Gain instant feedback on questions and requests via the online community of fellow FOX External Investment Strategy Network members