FOX Private Investor Membership and Council

Membership Benefits
COUNCIL
Level
CORE
Level
Connection

FOX PRIVATE INVESTOR COUNCIL MEETINGS
Work with your true peers for a full day before or after the FOX Global Investment Forum meetings, including a Council-only dinner. (# of attendances included in membership) 

2

 

FOX GLOBAL INVESTMENT FORUM
Full day meetings exclusively of investment decision makers from family offices, families of wealth without family offices, and the chief investment officers of multi-family offices.

2
March in SF
Sept in NY
2
March in SF
Sept in NY

FOX FORUMS
Meet and network with true peers at FOX Forums

      FOX Fall Enterprise Forum™  
      FOX Family Office Forum™
      FOX Global Owners Forum™    

**
FOX DIRECT INVESTING NETWORK
Optional membership in the FOX Direct Investing Network.
xx
REGIONAL INVESTMENT-THEMED EVENTS & DINNERSxx
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR THE PRIVATE INVESTOR COUNCIL
Fast answers to questions from fellow Council members. 
x 
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR INVESTMENT NETWORKS
Fast answers to questions from peers.  
xx
FOX GLOBAL INVESTMENT SURVEY
Participate in the annual benchmarking survey and receive complete results.
x 
FOXCONNECTS™ NEWSLETTER (2x per month)xx
Guidance
EXPERIENCED RELATIONSHIP MANAGER
Your Council Leader or Relationship Manager gets to know your needs and connects you with FOX resources, needed experts, and other FOX members.
xx
FELLOW COUNCIL MEMBERS
Council members gladly share their experience and plans with the expectation that you will do the same.
x 
FOX ADVISOR DIRECTORY
Find needed advisors committed to the FOX community. 
xx
Learning
LIVE WEBINARS
24 live webinars annually plus over 200 recorded programs.
xx

FOX KNOWLEDGE CENTER
Access - via our website - to a library of industry knowledge, including:

  • Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars
  • Library of FOX member-shared template documents
xx
FOX WORKSHOPS
In-depth education. 20% discount for FOX members.
xx
FOX BLOG
Frequently-updated articles of immediate interest to the FOX community.
xx
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
Private Wealth Management Course. 20% discount for FOX members.
xx


*May use one Global Investment Forum ticket for another Forum. Additional tickets at FOX member rates.

Membership Benefits
COUNCIL
Level
CORE
Level
Connection

FOX PRIVATE INVESTOR COUNCIL MEETINGS
Work with your true peers for a full day before or after the FOX Global Investment Forum meetings, including a Council-only dinner. (# of attendances included in membership) 

2

 

FOX GLOBAL INVESTMENT FORUM
Full day meetings exclusively of investment decision makers from family offices, families of wealth without family offices, and the chief investment officers of multi-family offices.

2
March in SF
Sept in NY
2
March in SF
Sept in NY

FOX FORUMS
Meet and network with true peers at FOX Forums

      FOX Fall Enterprise Forum™  
      FOX Family Office Forum™
      FOX Global Owners Forum™    

**
FOX DIRECT INVESTING NETWORK
Optional membership in the FOX Direct Investing Network.
xx
REGIONAL INVESTMENT-THEMED EVENTS & DINNERSxx
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR THE PRIVATE INVESTOR COUNCIL
Fast answers to questions from fellow Council members. 
x 
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR INVESTMENT NETWORKS
Fast answers to questions from peers.  
xx
FOX GLOBAL INVESTMENT SURVEY
Participate in the annual benchmarking survey and receive complete results.
x 
FOXCONNECTS™ NEWSLETTER (2x per month)xx
Guidance
EXPERIENCED RELATIONSHIP MANAGER
Your Council Leader or Relationship Manager gets to know your needs and connects you with FOX resources, needed experts, and other FOX members.
xx
FELLOW COUNCIL MEMBERS
Council members gladly share their experience and plans with the expectation that you will do the same.
x 
FOX ADVISOR DIRECTORY
Find needed advisors committed to the FOX community. 
xx
Learning
LIVE WEBINARS
24 live webinars annually plus over 200 recorded programs.
xx

FOX KNOWLEDGE CENTER
Access - via our website - to a library of industry knowledge, including:

  • Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars
  • Library of FOX member-shared template documents
xx
FOX WORKSHOPS
In-depth education. 20% discount for FOX members.
xx
FOX BLOG
Frequently-updated articles of immediate interest to the FOX community.
xx
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS
Private Wealth Management Course. 20% discount for FOX members.
xx


*May use one Global Investment Forum ticket for another Forum. Additional tickets at FOX member rates.