FOX Family Learning and Experience Council™

Learning officers and relationship managers in both single and multi-family offices make up this Council. They are the people responsible for developing family learning programs and delivering broad, integrated service experience to family member clients. 

The goal of this Council is to help elevate the professional and personal performance of the participants. The members will benefit from a custom curriculum conveying best practices developed by FOX over 26 years of supporting families and advisors. They will also be connecting to a true peer network from which to learn and share ideas. 
 

• Membership in a committed, true peer group that will challenge you and stimulate your best thinking on how to serve your clients
• A custom curriculum covering key topics and trends learning officers and client-facing executives need
• The opportunity to gain insight, experience, and suggestions to avoid re-inventing the wheel when facing an issue others have addressed before
• Two meetings a year with published summaries
• Quarterly advice calls with your Senior Relationship Manager
• Professional and personal development experiences that are specific to the needs of this Council group
   

• Understanding and delivering a consistent client experience
• Preparing the rising generation for responsible ownership
• Effective communication and mentoring
• Creating individual family learning and development plans
• Hiring, training, and mentoring new team members
• Designing memorable family meetings