The Family Office Council Experience

The Experience

FOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.

The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that are custom selected to satisfy the needs of that Council.


The Council Commitment

Belonging to a FOX Council requires active participation. Council members commit to:

  • [[{"type":"media","view_mode":"media_large","fid":"10551","attributes":{"alt":"","class":"media-image","height":"143","style":"width: 215px; height: 143px; float: right; margin-right: 10px; margin-left: 10px;","typeof":"foaf:Image","width":"215"}}]]Involvement in establishing the agenda of the council
  • Full participation in council discussions
  • Open, transparent sharing in the secure environment of council discussions
  • A supplemental fee to cover the cost of council meetings, custom research, the consulting relationship manager, and additional forum admission credits

Key Benefits of Council Membership
  • Become part of a unique, 
    hard-to-find network of successful family leadership
  • Custom curriculum at each Council meeting that includes expert presentations by FOX and industry thought leaders
  • Interact with your peers during
    two highly customized 1.5 day sessions each year held in a private, confidential setting
    hosted by FOX or a Council member
  • Receive "on demand" guidance and access solutions and resources through a dedicated senior relationship manager
  • Utilize the complete library of
    FOX proprietary family office
    and wealth management research
  • Case studies by fellow Council members on operational and process best practices
  • Participate in the FOX Family Office Peer Group online discussion forum
  • Receive full benefits of FOX membership plus priority access to benchmarking and survey results
The Experience

FOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.

The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that are custom selected to satisfy the needs of that Council.


The Council Commitment

Belonging to a FOX Council requires active participation. Council members commit to:

  • Involvement in establishing the agenda of the council
  • Full participation in council discussions
  • Open, transparent sharing in the secure environment of council discussions
  • A supplemental fee to cover the cost of council meetings, custom research, the consulting relationship manager, and additional forum admission credits

Key Benefits of Council Membership

 

  • Become part of a unique, 
    hard-to-find network of successful family leadership
  • Custom curriculum at each Council meeting that includes expert presentations by FOX and industry thought leaders
  • Interact with your peers during
    two highly customized 1.5 day sessions each year held in a private, confidential setting
    hosted by FOX or a Council member
  • Receive "on demand" guidance and access solutions and resources through a dedicated senior relationship manager
  • Utilize the complete library of
    FOX proprietary family office
    and wealth management research
  • Case studies by fellow Council members on operational and process best practices
  • Participate in the FOX Family Office Peer Group online discussion forum
  • Receive full benefits of FOX membership plus priority access to benchmarking and survey results