FOX Advisor Membership

FOX Membership Benefits: Trusted Advisors	COUNCIL Level		CORE Level
FOX Membership Benefits: Trusted Advisors	FOX Thought Leaders Council™	FOX Multi-Family Office Council™ or FOX Integrated Wealth Advisor Council™	Advisors	Specialist Advisors
Connection
MEET WITH PEERS Meet and network with your peers from around the world at the FOX Wealth Advisor Forum™ (# of attendances included in membership)	1	1	1	1
LEARN ALONGSIDE FAMILIES: (# of attendances included in membership) FOX Fall Enterprise Forum™	2	1	1	Invited^†
FOX Family Office Forum™	1	1
FOX Global Investment Forum™ (^†Invited, but not included with membership)	Invited^†	Invited^†
FOX WEALTH ADVISOR BRIEFINGS Take advantage of the peer community close to home. 9 meetings annually in major cities.	ALL	ALL	ALL	ALL
FOX THOUGHT LEADERS COUNCIL SUMMIT	1
COUNCIL MEETINGS FOX Integrated Wealth Advisor Council™		2
COUNCIL MEETINGS FOX Multi-Family Office Council™		1
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP Fast answers to your questions, from your peers.	x	x	x	x
FOXCONNECTS™ NEWSLETTER	x	x	x	x
Guidance
EXPERIENCED RELATIONSHIP MANAGER Members work with their Relationship Manager who gets to know their needs and connects them with FOX data, needed experts, and other FOX members.	x	x	x	x
FOX MEMBER NETWORKS Stay up-to-date on the issues and skills that apply to key family office disciplines. Council members may join up to 2 networks: Direct Investing Private Family Trust Company Technology Operations & Data Security Human Capital Investment Strategy	2	2
FOX ADVISOR DIRECTORY Access the directory of all FOX Advisor Members	x	x	x	x
ANNUAL CAPABILITIES REVIEW AT FOX	x
Learning
LIVE WEBINARS 24 live webinars annually plus over 250 recorded programs.	x	x	x	x
FOX KNOWLEDGE CENTER Access - via our website - for all office staff. Content includes: FOX Research: Full studies (only certain studies available)* FOX Research: Executive Summaries and Whitepapers Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars	x	x*	x*	(excludes FOX research full studies)
FOX WORKSHOPS In-depth education. 20% discount for FOX members.	x	x	x	x
FOX WEALTH ADVISOR BENCHMARKING May participate if qualified.	x	x	x
FOX BLOG Frequently-updated articles on topics of immediate interest to the FOX community.	x	x	x	x
Positioning
FOX ADVISOR DIRECTORY Extended profiles for members only.	x	x	x	x
SPONSORSHIP OPPORTUNITIES Events, Research and Networks.	x	x	x	x
WHITE PAPER DISTRIBUTION FOX will promote your white papers to members via FOXConnects™ and the annual FOX 100 Resource Center.	x	x	x	x
CONTRIBUTE BLOG POSTS TO THE FOX BLOG	x
USE THE FOX LOGO ON YOUR WEBSITE	x	x	x	x
LINK TO YOUR WEBSITE FROM FAMILYOFFICE.COM	x	x	x	x
VISIBILITY IN FOX THOUGHT LEADERS SUMMIT REPORTS	x
HOSTING FOX REGIONAL EVENTS	x

FOX Membership Benefits: Trusted Advisors	COUNCIL Level		CORE Level
FOX Membership Benefits: Trusted Advisors	FOX Thought Leaders Council™	FOX Multi-Family Office Council™ or FOX Integrated Wealth Advisor Council™	Advisors	Specialist Advisors
Connection
MEET WITH PEERS Meet and network with your peers from around the world at the FOX Wealth Advisor Forum™ (# of attendances included in membership)	1	1	1	1
LEARN ALONGSIDE FAMILIES: (# of attendances included in membership) FOX Fall Enterprise Forum™	2	1	1	Invited^†
FOX Family Office Forum™	1	1
FOX Global Investment Forum™ (^†Invited, but not included with membership)	Invited^†	Invited^†
FOX WEALTH ADVISOR BRIEFINGS Take advantage of the peer community close to home. 9 meetings annually in major cities.	ALL	ALL	ALL	ALL
FOX THOUGHT LEADERS COUNCIL SUMMIT	1
COUNCIL MEETINGS FOX Integrated Wealth Advisor Council™		2
COUNCIL MEETINGS FOX Multi-Family Office Council™		1
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP Fast answers to your questions, from your peers.	x	x	x	x
FOXCONNECTS™ NEWSLETTER	x	x	x	x
Guidance
EXPERIENCED RELATIONSHIP MANAGER Members work with their Relationship Manager who gets to know their needs and connects them with FOX data, needed experts, and other FOX members.	x	x	x	x
FOX MEMBER NETWORKS Stay up-to-date on the issues and skills that apply to key family office disciplines. Council members may join up to 2 networks: Direct Investing Private Family Trust Company Technology Operations & Data Security Human Capital Investment Strategy	2	2
FOX ADVISOR DIRECTORY Access the directory of all FOX Advisor Members	x	x	x	x
ANNUAL CAPABILITIES REVIEW AT FOX	x
Learning
LIVE WEBINARS 24 live webinars annually plus over 250 recorded programs.	x	x	x	x
FOX KNOWLEDGE CENTER Access - via our website - for all office staff. Content includes: FOX Research: Full studies (only certain studies available)* FOX Research: Executive Summaries and Whitepapers Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars	x	x*	x*	(excludes FOX research full studies)
FOX WORKSHOPS In-depth education. 20% discount for FOX members.	x	x	x	x
FOX WEALTH ADVISOR BENCHMARKING May participate if qualified.	x	x	x
FOX BLOG Frequently-updated articles on topics of immediate interest to the FOX community.	x	x	x	x
Positioning
FOX ADVISOR DIRECTORY Extended profiles for members only.	x	x	x	x
SPONSORSHIP OPPORTUNITIES Events, Research and Networks.	x	x	x	x
WHITE PAPER DISTRIBUTION FOX will promote your white papers to members via FOXConnects™ and the annual FOX 100 Resource Center.	x	x	x	x
CONTRIBUTE BLOG POSTS TO THE FOX BLOG	x
USE THE FOX LOGO ON YOUR WEBSITE	x	x	x	x
LINK TO YOUR WEBSITE FROM FAMILYOFFICE.COM	x	x	x	x
VISIBILITY IN FOX THOUGHT LEADERS SUMMIT REPORTS	x
HOSTING FOX REGIONAL EVENTS	x

Who We Are

Global Community Focused on Family Sustainability and Impact

Trends and Insights

Our Library

Whitepapers, Research, Videos, and More

Resources

Our Solutions

Shared Tools, Knowledge, and Resources

Learning Programs

Educational Opportunities

Forums, Workshops, Webcasts, and More

Resource Partners

Our Partners

Experts in Investments, Technology, and More

Who We Serve

Family Offices, Families, and their Advisors

What We Do

Provide Resources, Knowledge, and Connections

FOX Advisor Membership