FOX Family Membership Benefits (MC)
| | FAMILY MEMBERSHIP |
All FOX Memberships include a variety of benefits delivering Community,
Advice, Knowledge and Education (C.A.K.E.) | COUNCIL
LEVEL | CORE
LEVEL |
| COMMUNITY |
FOX FORUMS »
Meet and network with your peers around the world at your choice
of FOX Forums. Number of event credits included in membership →
• FOX Fall Forum™ • FOX Financial Executives Forum™
• FOX Global Investor Forum™ • FOX Global Owners Forum™ | 2 | 1 |
REGIONAL MEMBER BRIEFINGS »
Take advantage of the peer community close to home. 8 meetings
annually. Major cities. | All | All |
FOX PEER COUNCILS »
Work directly with a closely matched group of peers by joining
one of the FOX Family Office Councils. Two meetings annually. | ✓ | |
FOXCONNECTS™ NEWSLETTER
Stay up to date on FOX activities and top articles with the
semi-monthly e-newsletter. | ✓ | ✓ |
| ADVICE |
CONSULTING RELATIONSHIP MANAGER
Council Level members work with their Council moderator who gets
to know their needs and helps resolve challenges they face. | ✓ | |
EXPERIENCED RELATIONSHIP MANAGER
Core 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 »
All members may join up to two Networks:
• Direct Investing • Private Family Trust Company
• Strategic CIO • Technology Operations & Data Security
• Human Capital • External Investing Strategies | ✓ | ✓ |
FOX ADVISOR DIRECTORY »
Find needed advisors using exclusive access to peer recommendations. | ✓ | ✓ |
| KNOWLEDGE |
FOX KNOWLEDGE CENTER »
Access—via our website—for all family office staff and family members.
Content includes:
• FOX Research: full studies and white papers
• Library of industry publications, video presentations,
and recorded webinars
• Library of member-shared templates |
✓
✓
✓ |
✓
✓
✓ |
FOX BENCHMARKING »
Measuring the current state of Family Office services, goveranance,
compensation and benefits, and technology. All members get topline
results. Participants get a full report. | ✓ | ✓ |
FOX INSIGHTS BLOG »
Frequently-updated short pieces on topics of immediate interest to
the FOX community. | ✓ | ✓ |
| EDUCATION |
LIVE WEBINARS »
24 live webinars annually plus over 150 recorded programs. | ✓ | ✓ |
FOX WORKSHOPS »
In-depth education. 20% discount for FOX members. | ✓ | ✓ |
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS »
Private Wealth Management course. 20% discount for FOX members. | ✓ | ✓ |
NATIONAL CENTER FOR FAMILY PHILANTHROPY »
Subscription to FP Online including monthly webinars. | ✓ | ✓ |
| | FAMILY MEMBERSHIP |
All FOX Memberships include a variety of benefits delivering Community,
Advice, Knowledge and Education (C.A.K.E.) | COUNCIL
LEVEL | CORE
LEVEL |
| COMMUNITY |
FOX FORUMS »
Meet and network with your peers around the world at your choice
of FOX Forums. Number of event credits included in membership →
• FOX Fall Forum™ • FOX Financial Executives Forum™
• FOX Global Investor Forum™ • FOX Global Owners Forum™ | 2 | 1 |
REGIONAL MEMBER BRIEFINGS »
Take advantage of the peer community close to home. 8 meetings
annually. Major cities. | All | All |
FOX PEER COUNCILS »
Work directly with a closely matched group of peers by joining
one of the FOX Family Office Councils. Two meetings annually. | ✓ | |
FOXCONNECTS™ NEWSLETTER
Stay up to date on FOX activities and top articles with the
semi-monthly e-newsletter. | ✓ | ✓ |
| ADVICE |
CONSULTING RELATIONSHIP MANAGER
Council Level members work with their Council moderator who gets
to know their needs and helps resolve challenges they face. | ✓ | |
EXPERIENCED RELATIONSHIP MANAGER
Core 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 »
All members may join up to two Networks:
• Direct Investing • Private Family Trust Company
• Strategic CIO • Technology Operations & Data Security
• Human Capital • External Investing Strategies | ✓ | ✓ |
FOX ADVISOR DIRECTORY »
Find needed advisors using exclusive access to peer recommendations. | ✓ | ✓ |
| KNOWLEDGE |
FOX KNOWLEDGE CENTER »
Access—via our website—for all family office staff and family members.
Content includes:
• FOX Research: full studies and white papers
• Library of industry publications, video presentations,
and recorded webinars
• Library of member-shared templates |
✓
✓
✓ |
✓
✓
✓ |
FOX BENCHMARKING »
Measuring the current state of Family Office services, goveranance,
compensation and benefits, and technology. All members get topline
results. Participants get a full report. | ✓ | ✓ |
FOX INSIGHTS BLOG »
Frequently-updated short pieces on topics of immediate interest to
the FOX community. | ✓ | ✓ |
| EDUCATION |
LIVE WEBINARS »
24 live webinars annually plus over 150 recorded programs. | ✓ | ✓ |
FOX WORKSHOPS »
In-depth education. 20% discount for FOX members. | ✓ | ✓ |
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS »
Private Wealth Management course. 20% discount for FOX members. | ✓ | ✓ |
NATIONAL CENTER FOR FAMILY PHILANTHROPY »
Subscription to FP Online including monthly webinars. | ✓ | ✓ |