FOX Owner/Operator Council™

The Council Experience

The FOX Owner/Operator Council is comprised of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.

This Council provides a place for these leaders to test ideas, get peer advice, and learn from experts to improve their performance in managing the family’s wealth and preparing the family for the future.
 

The Council Commitment
  • 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
     
Key Benefits of Council Membership
  • Become part of a unique, hard-to-find network of successful family leaders
  • Custom FOX-designed curriculum to guide the Council to its full potential 
  • Interact with your peers during two highly-customized 1.5-day sessions each year held in a private, confidential setting hosted by FOX or a member of the Council
  • Use custom cuts of FOX research or special surveys conducted among Council members for the benefit of this Council's work
  • Participate in the vibrant, online discussion forum dedicated to the Council
  • Receive personalized guidance with solutions and direction from your dedicated Consulting Relationship Manager
  • Receive full benefits of FOX membership plus priority access to benchmarking and survey results
  • Hear expert presentations by FOX and industry thought leaders on relevant topics
"In an environment of privacy and respect where all members know and understand first-hand the issues and challenges that are being faced, our office and family members have directly benefited from the ideas, concepts, approaches and theories being exchanged on a regular basis"
- FOX Council Member
The Council Experience

The FOX Owner/Operator Council is comprised of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.

This Council provides a place for these leaders to test ideas, get peer advice, and learn from experts to improve their performance in managing the family’s wealth and preparing the family for the future.
 

The Council Commitment
  • 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
     
Key Benefits of Council Membership
  • Become part of a unique, hard-to-find network of successful family leaders
  • Custom FOX-designed curriculum to guide the Council to its full potential 
  • Interact with your peers during two highly-customized 1.5-day sessions each year held in a private, confidential setting hosted by FOX or a member of the Council
  • Use custom cuts of FOX research or special surveys conducted among Council members for the benefit of this Council's work
  • Participate in the vibrant, online discussion forum dedicated to the Council
  • Receive personalized guidance with solutions and direction from your dedicated Consulting Relationship Manager
  • Receive full benefits of FOX membership plus priority access to benchmarking and survey results
  • Hear expert presentations by FOX and industry thought leaders on relevant topics
"In an environment of privacy and respect where all members know and understand first-hand the issues and challenges that are being faced, our office and family members have directly benefited from the ideas, concepts, approaches and theories being exchanged on a regular basis"
- FOX Council Member