Family Office and Private Investor Membership Options - Americas
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Membership Categories
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Council
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Family Office
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Private Investor
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Digital Subscriber
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| FOX Website | ||||
| Accounts for all office staff and family members |
✓
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✓
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| Single account |
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✓
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✓
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| Subscription to National Center for Family Philanthropy (FP Online) |
✓
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✓
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✓
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✓
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| FOX member discounts |
✓
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✓
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✓
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✓
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| Consultation and Peer Advice | ||||
| Consulting relationship manager/council moderator |
✓
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| Experienced relationship manager |
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✓
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✓
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| 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 |
✓
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| FOX Forums, one admission |
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✓
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✓
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| 20% discount on any additional events |
✓
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✓
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✓
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✓
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| Peer council meetings (2 per year) | ✓ | |||
| Live webinars (20 per year) | ✓ | ✓ | ✓ | ✓ |
| Regional meetings |
✓
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✓
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✓
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| 20% discount on University of Chicago Booth School Private Wealth Management Course |
✓
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✓
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✓
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✓
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| Knowledge Center | ||||
| FOX Research: full studies* |
✓
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✓
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✓
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| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | |
| 20% discount on any study not included in membership |
✓
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✓
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✓
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✓
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| Library of industry publications, video presentations and recorded webinars |
✓
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✓
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✓
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✓
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| Library of member shared templates and samples | ✓ | ✓ | ✓ | ✓ |
| Participate in FOX Benchmarking | ✓ | ✓ | ✓ | ✓ |
| Specially commissioned research |
✓
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| FOXConnects (newsletter) | ✓ | ✓ | ✓ | ✓ |
| FOX WealthTrends™ Report |
✓
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✓
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✓
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✓
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| *Certain advisor studies are only included only in wealth advisor memberships |
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