Families
The Full Potential of Family Capital
Most families of wealth understand the challenges and complexities in creating a multi-generational platform that will ensure the family's success for the long term. Wealth has unexpected effects on identity, relationships, and one’s sense of place in the world.
| Complex families are faced with creating efficiencies and alignment across multiple dimensions that can include the family, financial assets, philanthropy, and business. | FOX is committed to providing families with access to networking, continuous learning, and objective guidance to help them achieve success. |
Multimedia File
FOX Brings Key Values to Your Family
At FOX, we value objectivity and discretion. We curate resources and form connections to provide continuous learning and help wealth owners 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.