FOX Integrated Wealth Advisor Council™
The FOX Integrated Wealth Advisor Council is ideal for chief executives of wealth advisory firms and boutique multi-family offices dedicated to building their business among the highest net-worth clients.
The goal of this Council is to rapidly prepare wealth advisory firms for profitable growth by providing peer insights, informed analysis of the drivers of success for integrated wealth advisor globally, and clear articulation of the needs of the target audience.
Belonging to a FOX Council requires active participation. Council members commit to:
- Involvement in establishing the direction of the Council
- Full participation in Council discussions
- Open, transparent sharing in the secure environment of Council discussions
- A Council Membership fee to cover the cost of Council meetings, custom research, the Consulting Relationship Manager, and additional Forum event credits
- Attendance at both meetings each year because continuity is critical in a close peer environment
- Two annual 1-day meetings with highly-qualified Council peers featuring in-depth dialogue and the latest FOX research
- Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
- First-hand insights that will help you articulate your firm's distinguishing capabilities
- Access 24 webinars annually covering a wide range of topics by top industry experts
- Utilize the complete library of FOX proprietary family office and wealth management research
- Receive an extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
- Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
- Participate in FOX Wealth Advisor benchmarking study
- Participate in the private online discussion forum
- Ability to submit your firm's articles and white papers to the FOX Knowledge Center
- FOX Council Member
The FOX Integrated Wealth Advisor Council is ideal for chief executives of wealth advisory firms and boutique multi-family offices dedicated to building their business among the highest net-worth clients.
The goal of this Council is to rapidly prepare wealth advisory firms for profitable growth by providing peer insights, informed analysis of the drivers of success for integrated wealth advisor globally, and clear articulation of the needs of the target audience.
Belonging to a FOX Council requires active participation. Council members commit to:
- Involvement in establishing the direction of the Council
- Full participation in Council discussions
- Open, transparent sharing in the secure environment of Council discussions
- A Council Membership fee to cover the cost of Council meetings, custom research, the Consulting Relationship Manager, and additional Forum event credits
- Attendance at both meetings each year because continuity is critical in a close peer environment
- Two annual 1-day meetings with highly-qualified Council peers featuring in-depth dialogue and the latest FOX research
- Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
- First-hand insights that will help you articulate your firm's distinguishing capabilities
- Access 24 webinars annually covering a wide range of topics by top industry experts
- Utilize the complete library of FOX proprietary family office and wealth management research
- Receive an extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
- Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
- Participate in FOX Wealth Advisor benchmarking study
- Participate in the private online discussion forum
- Ability to submit your firm's articles and white papers to the FOX Knowledge Center
- FOX Council Member