FOX Strategic CIO Council™

The Council Experience

The FOX Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices that use a best-in class approach to selecting and managing investments.

The Council is supported by a member database that provides consistently calculated performance data and demographics, allowing members to review asset allocation and performance data for private family portfolios. Members are able to study the underlying indicators of performance and discuss the analysis with peers on the Council.

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
  • Consistent participation in a quarterly investment survey
  • Attendance at all meetings each year because continuity is critical in a close peer environment
Attributes of FOX Strategic CIO Council Members

The office must have a proven process for investing family capital, as defined by:

  • An experienced investment professional making investment decisions (in either the CEO or CIO role)
  • Clear investment objectives/strategy
  • Minimum portfolio size of $100 million
  • Written policy statements for significant investment entities and/or relationships
  • Professional, documented investment research and asset allocation process
  • A functioning investment committee of qualified professionals that meet at least quarterly to provide direction and oversight
  • A willingness to collaborate with other CIOs in the Council
Key Benefits of Council Membership
  • Become part of a unique, hard-to-find network of successful family CIOs
  • Custom FOX-designed curriculum to guide the Council to its full potential
  • Interact with your peers during two highly-customized 1-day sessions each year held in a private, confidential setting hosted by FOX
  • Utilize the complete library of FOX proprietary family office, wealth management research and investment materials
  • 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 investment topics
  • Participate in the vibrant, online discussion forum for instant answers from fellow Council members
"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 Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices that use a best-in class approach to selecting and managing investments.

The Council is supported by a member database that provides consistently calculated performance data and demographics, allowing members to review asset allocation and performance data for private family portfolios. Members are able to study the underlying indicators of performance and discuss the analysis with peers on the Council.

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
  • Consistent participation in a quarterly investment survey
  • Attendance at all meetings each year because continuity is critical in a close peer environment
Attributes of FOX Strategic CIO Council Members

The office must have a proven process for investing family capital, as defined by:

  • An experienced investment professional making investment decisions (in either the CEO or CIO role)
  • Clear investment objectives/strategy
  • Minimum portfolio size of $100 million
  • Written policy statements for significant investment entities and/or relationships
  • Professional, documented investment research and asset allocation process
  • A functioning investment committee of qualified professionals that meet at least quarterly to provide direction and oversight
  • A willingness to collaborate with other CIOs in the Council
Key Benefits of Council Membership
  • Become part of a unique, hard-to-find network of successful family CIOs
  • Custom FOX-designed curriculum to guide the Council to its full potential
  • Interact with your peers during two highly-customized 1-day sessions each year held in a private, confidential setting hosted by FOX
  • Utilize the complete library of FOX proprietary family office, wealth management research and investment materials
  • 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 investment topics
  • Participate in the vibrant, online discussion forum for instant answers from fellow Council members
"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