FOX Advisor Membership Benefits (MC)

FOX FALL FORUM™ »
Meet and network with your peers from
around the world including families
and family office executives.
Event credits included in membership  →

Invited,
but not
included in 
membership.

FOX FINANCIAL EXECUTIVES FORUM™ »
Event credits included in membership  →

FOX WEALTH ADVISOR FORUM™ »
Event credits included in membership  →

FOX GLOBAL INVESTMENT FORUM™ »
CIO registration included  →

FOX WEALTH ADVISOR BRIEFINGS »
10 meetings annually. Major cities.

THOUGHT LEADERS SUMMIT »
Event credits included in membership  →

COUNCIL MEETINGS »
FOX Integrated Wealth Advisor Council™

COUNCIL MEETINGS »
FOX Multi-Family Office Council™

PRIVATE ONLINE DISCUSSION GROUP
Instant answers to questions from peers.

FOXCONNECTS^™ NEWSLETTER
Stay up to date on activities of the FOX
Network and top articles with the
semi-monthly e-newsletter.

CONSULTING RELATIONSHIP MANAGER
Council Level members work with their
Council moderator who gets to know
their needs and help resolve the challenges
they face.

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.

FOX MEMBER NETWORKS »
Council members may join up to two
Networks:

• Direct Investing
• External Investing Strategies
• Human Capital
• Private Family Trust Company
• Strategic CIO
• Technology Operations & Data Security

FOX ADVISOR DIRECTORY »
Access the directory of all FOX Advisor
Members.

ANNUAL CAPABILITIES REVIEW AT FOX

FOX KNOWLEDGE CENTER »
Access—via our website—for all office staff 
and family members. Content includes:

• FOX Research: full studies
   (*only certain studies available)
• FOX Research: executive summaries
   and white papers
• Library of industry publications, video
   presentations and recorded webinars

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FOX WEALTH ADVISOR BENCHMARKING »
May participate if qualified.

FOX INSIGHTS BLOG »
Frequently-updated short pieces on topics of 
immediate interest to the FOX community.

LIVE WEBINARS »
24 live webinars annually plus over
150 recorded programs.

FOX WORKSHOPS AND EVENTS  »
Advisors may invite clients for the member rate.

THE UNIVERSITY OF CHICAGO: 
BOOTH SCHOOL OF BUSINESS »
Private Wealth Management course.
20% discount for clients.

FOX ADVISOR DIRECTORY »
Extended profiles for members only.

SPONSORSHIP OPPORTUNITIES »
Event, research and Network.

WHITE PAPER DISTRIBUTION
FOX will promote your white papers to members
via FOXConnects™ and the annual FOX 100
Resource Center.

CONTRIBUTE BLOG POSTS TO THE FOX
INSIGHTS BLOG

USE THE FOX LOGO ON YOUR WEBSITE

LINK TO YOUR WEBSITE FROM
FAMILYOFFICE.COM

VISIBILITY IN THOUGHT LEADER COUNCIL
SUMMIT REPORTS