Family Office and Private Investor Membership Options - Americas
Membership Categories | ||||
|---|---|---|---|---|
Council | Family Office | Private Investor | Digital Subscriber | |
| FOX Website | ||||
| Accounts for all office staff and family members | ✓ | ✓ | ||
| Single account | ✓ | ✓ | ||
| Subscription to National Center for Family Philanthropy (FP Online) | ✓ | ✓ | ✓ | ✓ |
| FOX member discounts | ✓ | ✓ | ✓ | ✓ |
| Consultation and Peer Advice | ||||
| Consulting relationship manager/council moderator | ✓ | |||
| Experienced relationship manager | ✓ | ✓ | ||
| Private online discussion group | ✓ | ✓ | ✓ | |
| FOX Advisor Directory with the full list of advisors recommended by members and exclusive access to recommendation comments | ✓ | ✓ | ✓ | ✓ |
| FOX Deal Exchange Network | ✓ | ✓ | ✓ | |
| NextGen Network | ✓ | ✓ | ✓ | ✓ |
| Learning and Networking Events | ||||
| FOX Forums, two admissions | ✓ | |||
| FOX Forums, one admission | ✓ | ✓ | ||
| 20% discount on any additional events | ✓ | ✓ | ✓ | ✓ |
| Peer council meetings (2 per year) | ✓ | |||
| Live webinars (20 per year) | ✓ | ✓ | ✓ | ✓ |
| 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 | ✓ | ✓ | ✓ | |
| 20% discount on any study not included in membership | ✓ | ✓ | ✓ | ✓ |
| Library of industry publications, video presentations and recorded webinars | ✓ | ✓ | ✓ | ✓ |
| Library of member shared templates and samples | ✓ | ✓ | ✓ | ✓ |
| Participate in FOX Benchmarking | ✓ | ✓ | ✓ | ✓ |
| Specially commissioned research | ✓ | |||
| FOXConnects (newsletter) | ✓ | ✓ | ✓ | ✓ |
| FOX WealthTrends™ Report | ✓ | ✓ | ✓ | ✓ |
| *Certain advisor studies are only included only in wealth advisor memberships | ||||