Family Office Membership New 2
Family Membership Levels | ||
|---|---|---|
Council Level | Core Membership | |
| COMMUNITY | ||
| FOX Forums: Fall Forum, Global Investor Forum, Financial Executives Forum, or Global Owner's Forum Meet and network with your peers around the world at your choice of FOX Forums. (Event credits included in membership) | 2 | 1 |
| Regional Member Briefings Take advantage of the peer community close to home. (Briefings per year) | 8 | 8 |
| Online discussion groups Get instant answers to your questions with our vibrant, confidential online forums. | ✓ | ✓ |
| FOX Peer Councils Work directly with a closely matched group of peers by joining one of ten FOX Councils. (2 meetings annually) | ✓ | |
| FOXConnects Newsletter Stay up to date on activities of the FOX Network and top articles with the semi-monthly e-newsletter. | ✓ | ✓ |
| ADVICE | ||
| Consulting Relationship Manager Council Level members work with their Council moderator who gets to know their needs and connects them with the FOX data, experts, and other FOX members they need to work with. | ✓ | |
| Experienced Relationship Manager Core Members work with their Relationship Manager who gets to know their needs and connects them with FOX data, needed experts, and other FOX members. | ✓ | |
| FOX Networks All members may join up to 2 Networks: • Direct Investing • Private Family Trust Company • Strategic CIO • Technology Operations & Data Security • Human Capital • External Investing Strategies | 2 | 2 |
| FOX Advisory Directory Find needed advisors using exclusive access to peer recommendations. | ✓ | ✓ |
| KNOWLEDGE | ||
| FOX Knowledge Center Access—via our website—for all office staff and family members. | ✓ | ✓ |
| Content Includes: FOX Research: full studies and white papers | ✓ | ✓ |
| Library of industry publications, video presentations and recorded webinars | ✓ | ✓ |
| Library of member-shared templates | ✓ | ✓ |
| FOX Benchmarking Measuring the current state of Family Office services, goveranance, compensation and benefits, and technology. All members get topline results. Participants get the full report. | ✓ | ✓ |
| FOX Insights Blog Frequently-updated short pieces on topics of immediate interest to the FOX community. | ✓ | ✓ |
| EDUCATION | ||
| Live Webinars 24 annually and over 100 recorded webinar programs | ✓ | ✓ |
| FOX Workshops In-depth education (20% discount) | ✓ | ✓ |
| University of Chicago Booth School of Business Private Wealth Management Course (20% discount) | ✓ | ✓ |
| National Center for Family Philanthropy Subscription to FP Online (including monthly webinars) | ✓ | ✓ |
Family Membership Levels | ||
|---|---|---|
Council Level | Core Membership | |
| COMMUNITY | ||
| FOX Forums: Fall Forum, Global Investor Forum, Financial Executives Forum, or Global Owner's Forum Meet and network with your peers around the world at your choice of FOX Forums. (Event credits included in membership) | 2 | 1 |
| Regional Member Briefings Take advantage of the peer community close to home. (Briefings per year) | 8 | 8 |
| Online discussion groups Get instant answers to your questions with our vibrant, confidential online forums. | ✓ | ✓ |
| FOX Peer Councils Work directly with a closely matched group of peers by joining one of ten FOX Councils. (2 meetings annually) | ✓ | |
| FOXConnects Newsletter Stay up to date on activities of the FOX Network and top articles with the semi-monthly e-newsletter. | ✓ | ✓ |
| ADVICE | ||
| Consulting Relationship Manager Council Level members work with their Council moderator who gets to know their needs and connects them with the FOX data, experts, and other FOX members they need to work with. | ✓ | |
| Experienced Relationship Manager Core Members work with their Relationship Manager who gets to know their needs and connects them with FOX data, needed experts, and other FOX members. | ✓ | |
| FOX Networks All members may join up to 2 Networks: • Direct Investing • Private Family Trust Company • Strategic CIO • Technology Operations & Data Security • Human Capital • External Investing Strategies | 2 | 2 |
| FOX Advisory Directory Find needed advisors using exclusive access to peer recommendations. | ✓ | ✓ |
| KNOWLEDGE | ||
| FOX Knowledge Center Access—via our website—for all office staff and family members. | ✓ | ✓ |
| Content Includes: FOX Research: full studies and white papers | ✓ | ✓ |
| Library of industry publications, video presentations and recorded webinars | ✓ | ✓ |
| Library of member-shared templates | ✓ | ✓ |
| FOX Benchmarking Measuring the current state of Family Office services, goveranance, compensation and benefits, and technology. All members get topline results. Participants get the full report. | ✓ | ✓ |
| FOX Insights Blog Frequently-updated short pieces on topics of immediate interest to the FOX community. | ✓ | ✓ |
| EDUCATION | ||
| Live Webinars 24 annually and over 100 recorded webinar programs | ✓ | ✓ |
| FOX Workshops In-depth education (20% discount) | ✓ | ✓ |
| University of Chicago Booth School of Business Private Wealth Management Course (20% discount) | ✓ | ✓ |
| National Center for Family Philanthropy Subscription to FP Online (including monthly webinars) | ✓ | ✓ |