FOX Councils

COUNCIL PEER GROUP DESCRIPTIONS

Family Leader Councils
  
FOX Family Enterprise Council™
ESTABLISHED 2014
Family leaders and trusted executives responsible for the vision of their enduring family enterprise
 
FOX Owner/Operator Council™
ESTABLISHED 2010
Family members who directly manage the operation of their family’s financial enterprise, with or without staff

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FOX Global Family Council™
ESTABLISHED 2005
Family office CEOs and wealth owners overseeing multi-generational, multi-national family offices

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Family Office Councils
  
FOX Client Service Council™
ESTABLISHED 2015
Client-facing staff of single or multi-
family offices responsible for delivering
a broad, integrated service experience
to the family client
 
FOX Financial Executive Council™
ESTABLISHED 2004
Financial executives (CFOs, controllers,
tax managers) in a family office working
on operational, compliance, and technical issues
 
FOX Executive Councils™
ESTABLISHED 2004
CEOs of the largest, most sophisticated multi-generational family offices. There are two Executive Councils in the U.S. and one in Canada.
 
FOX Senior Management Council
ESTABLISHED 2010
COOs and seasoned executives of U.S. multi-generational family offices preparing for the chief executive role
 
 
FOX Thought Leaders Council
  
FOX Thought Leaders Council
ESTABLISHED 2000
A multi-disciplinary panel of leading advisors exploring future challenges in
wealth management.
 
 
FOX Advisor Councils
  
FOX Client Service Council™
ESTABLISHED 2015
Client-facing staff of single or multi-
family offices responsible for delivering
a broad, integrated service experience
to the family client
 
FOX Multi-Family Office Council
ESTABLISHED 2006
Multi-family office executives addressing critical strategic issues in building/operating their practices
 
FOX Integrated Wealth Advisor Council
ESTABLISHED 2013
Chief executives of wealth advisory
firms and boutique multi-family offices
dedicated to building their business
among the highest net-worth clients