Family Office and Private Investor Membership Options - Americas
Membership Categories | |||||
Council | Family Office | Private Investor | Digital Subscriber | ||
| FOX Wealth Center Website | |||||
| Accounts for all office staff and family members | |||||
| Single account | |||||
| FOX Access Services and Discounts | |||||
| Consultation and Peer Advice | |||||
| Consulting Relationship Manager/Council Moderator | |||||
| Experienced Relationship Manager | |||||
| Private online discussion group | |||||
| FOX Advisor Directory including exclusive access to peer recommendations | |||||
| FOX Advisor Directory | |||||
| FOX Deal Exchange Network | |||||
| NextGen Network | |||||
| Learning & Networking Events | |||||
| FOX Fourm, Two admissions | |||||
| FOX Forum, One admission | |||||
| 20% discount for addl. FOX Forum or Workshop admissions | |||||
| Peer Council meetings (2/yr) | |||||
| Live webinars (25/yr) | |||||
| Regional meetings | |||||
| 20% discount on University of Chicago Booth School Private Wealth Management Course | |||||
| Knowledge Center | |||||
| FOX Research: Full Studies | |||||
| FOX Research: Executive Summaries and White Papers | |||||
| Library of industry publications, video presentations and recorded webinars | |||||
| Library of member shared templates | |||||
| 20% discount on any study not included in membership | |||||
| Participate in FOX Single Family Office Benchmarking | |||||
| Specially commissioned research | |||||
| FOXConnects (semi-monthly newsletter) | |||||
| FOX WealthTrends™ (semi-annual report) | |||||
| FOX Wealth Center Blog | |||||