FOX MFO Council

Who Should Belong?

Advisor firms that provide a holistic approach to serving the integrated wealth planning needs for ultra-high net worth families. Firms include divisions of large financial institutions, independent entities, and specialty boutiques.

The Benefits

The FOX MFO Council is where the future direction of the industry is set. Discussions center around the appropriate product offerings, ideal organizational structure, approaches to staffing, pricing, service delivery, and operational efficiency. 

The information needs of this group become the direction for future FOX advisor research.

The Activities and Deliverables

  • The annual day and a half MFO Council meeting in New York in March which includes an energetic mix of networking time,  presentation of fresh FOX research (usually commissioned for this meeting), and facilitated discussion of the agenda determined by Council members.
  • MFO Benchmarking – FOX fills a critical need for multi-family offices to have reliable, objective information on what services other MFOs are providing, pricing approaches, the staffing levels and compensation required, cost structures, the investment process and results, and approaches to business development.
  • FOX Fall Forum – MFOs are invited to participate in general sessions with family office executives, hearing from world-class experts in matters of investment strategy, family office operation, and family legacy and governance.
  • FOX Financial Executives Forum – MFO Council members are invited to attend this symposium designed for the chief operating officers of single family offices due to the similarity of the issues SFOs and MFOs face.
  • FOX Wealth Advisor Forum – A much anticipated annual event where new FOX research for the advisor market is presented and sessions focus on how to build an advisory business serving family offices.
  • 25 live webinars – Live presentations on important topics covering investing, wealth preservation, family office operations, and family legacy and governance, all accessible without leaving you office 
  • A dedicated online discussion group for MFO Council members.
  • FOX Advisor Member Directory – Receive an extended directory listing for your firm to promote your firm and display all the educational materials you make available to FOX members.
  • Sponsorship opportunities – Build your awareness in your target audience by sponsoring FOX research studies, workshops, and forum sessions. 
  • Your dedicated relationship manager provides guidance to sure you  get the most out of your FOX membership, including direction on the best events for your firm and the best research to answer your questions.
  • Enjoy full access to MFO research, the online archive of industry white papers and articles, recorded webinars and FOX forum sessions.  Includes the MFO Enterprise Series, seminal reports dealing with fundamental topics for establishing, operating, and marketing an integrated wealth practice.
  • Distribute your studies and white papers in FOXConnects and on the FOX website.  Content that addresses the professional needs of our members is welcome.  Marketing materials are not allowed in the library.