FOX Family and Family Office Membership
Membership Benefits | COUNCIL Level | CORE Level |
Connection | ||
FOX FORUMS FOX Fall Enterprise Forum™ | 2 | 1 |
REGIONAL MEMBER BRIEFINGS | All | All |
| FOX PEER COUNCILS Work directly with a group of peers performing the same role as you. Two meetings annually. | x | |
| PRIVATE FOXChat™ ONLINE DISCUSSION GROUP Fast answers to your questions, from your peers. | x | x |
| FOXCONNECTS™ NEWSLETTER (2x per month) | x | x |
Guidance | ||
| EXPERIENCED RELATIONSHIP MANAGER Your Council Leader or Relationship Manager gets to know your needs and connects you with FOX resources, needed experts, and other FOX members. | x | x |
| FOX MEMBER NETWORKS Stay up-to-date on the issues and skills that apply to key family office disciplines: Direct Investing; Private Family Trust Company; Technology Operations & Data Security; Human Capital; Investment Strategy | x | x |
| FOX ADVISOR DIRECTORY Find needed advisors committed to the FOX community. | x | x |
Learning | ||
| LIVE WEBINARS 24 live webinars annually plus over 200 recorded programs. | x | x |
FOX KNOWLEDGE CENTER
| x | x |
| FOX WORKSHOPS In-depth education. 20% discount for FOX members. | x | x |
| FOX BLOG Frequently-updated articles of immediate interest to the FOX community. | x | x |
| FOX BENCHMARKING Measuring the current state of Family Office services, governance, costs, compensation and benefits, and technology. All members get topline results. Participants get a full report. | x | x |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS Private Wealth Management Course. 20% discount for FOX members. | x | x |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY Subscription to FP Online including monthly webinars. | x | x |
Membership Benefits | COUNCIL Level | CORE Level |
Connection | ||
FOX FORUMS FOX Fall Enterprise Forum™ | 2 | 1 |
REGIONAL MEMBER BRIEFINGS | All | All |
| FOX PEER COUNCILS Work directly with a group of peers performing the same role as you. Two meetings annually. | x | |
| PRIVATE FOXChat™ ONLINE DISCUSSION GROUP Fast answers to your questions, from your peers. | x | x |
| FOXCONNECTS™ NEWSLETTER (2x per month) | x | x |
Guidance | ||
| EXPERIENCED RELATIONSHIP MANAGER Your Council Leader or Relationship Manager gets to know your needs and connects you with FOX resources, needed experts, and other FOX members. | x | x |
| FOX MEMBER NETWORKS Stay up-to-date on the issues and skills that apply to key family office disciplines: Direct Investing; Private Family Trust Company; Technology Operations & Data Security; Human Capital; Investment Strategy | x | x |
| FOX ADVISOR DIRECTORY Find needed advisors committed to the FOX community. | x | x |
Learning | ||
| LIVE WEBINARS 24 live webinars annually plus over 200 recorded programs. | x | x |
FOX KNOWLEDGE CENTER
| x | x |
| FOX WORKSHOPS In-depth education. 20% discount for FOX members. | x | x |
| FOX BLOG Frequently-updated articles of immediate interest to the FOX community. | x | x |
| FOX BENCHMARKING Measuring the current state of Family Office services, governance, costs, compensation and benefits, and technology. All members get topline results. Participants get a full report. | x | x |
| UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS Private Wealth Management Course. 20% discount for FOX members. | x | x |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY Subscription to FP Online including monthly webinars. | x | x |