FOX Thought Leaders Council

The Concept

A diversified working council of advisors, including integrated wealth advisors, insurance providers, private banks, trust companies, and educators working with experts in estate planning, tax, and philanthropy. 

Each year, the council works with a group of FOX members to explore the issues and concerns raised specifically for consideration by the Thought Leaders Council.

The Activities

An annual summit meeting

  • Review industry trends and developments
  • Focus on the issues raised for consideration by the designated FOX members
  • The Thought Leaders Council draws on its collective experience and perspective to address the issues at hand

The product of the summit will be

  • A press release and special coverage in the bi-weekly FOXConnects newsletter
  • An article, presented in an easily accessible question and answer format, which will be published for all FOX members
  • A panel presentation at the FOX Fall Forum in October
  • An article provided to a leading industry publication

Partner with FOX to build your business

  • Annually, conduct a capabilities review with FOX management to brief them on your strategy and expertise so they can connect you with business opportunities that arise in the course of the year. The session includes feedback on your branding and positioning and a strategic discussion of your target client markets.
  • Your dedicated relationship manager keeps up with you through quarterly calls to ensure that you are getting what you need from FOX and that FOX remains current on your goals.
  • For integrated wealth advisory firms, participate in FOX MFO Benchmarking, gaining quantitative insight into how your firm’s operations compared to those of your peers. Use these customized insights to build your competitive advantage.

Position your company

  • Use the FOX logo in your marketing materials and on your website to signify your commitment to advancing the practice of wealth management and your selection as a thought leader by FOX
  • Secure the first opportunity to co-sponsor FOX research and events
  • Qualify for three enhanced profile listings in the FOX Black Book Directory for Family Offices

The Benefits

Learn from other advisors and the most sophisticated families in the world

  • Participate in the Thought Leaders Council Summit
  • Gain online access to all FOX research, publications, and webinar archives
  • Gain access to the FOX Advisor Online Forum

Engage with FOX member families and family office executives

  • Meet family representatives as they join the Thought Leaders Council Summit
  • Attend Family Day at the FOX Fall Forum, including all meals and social activities
  • Host FOX members and prospective members at private regional events
  • Present to the families at these regional events or council meetings
  • Enjoy three complimentary admissions for the FOX Wealth Advisor Forum, FOX Financial Executives Forum and FOX Fall Forum (use up to two passes per event)

Gain visibility among the FOX membership and the public wealth management community:

  • Through articles publishing the results of the Thought Leaders Council Summit, highlighting your insights and contributions
  • On the FOX web page devoted to the Thought Leaders Council
  • With an enhanced listing in the FOX Directory of Leading Wealth Advisors or other appropriate FOX directory
  • Distribute your company’s research and white papers via FOX publications, meetings, and global website
  • Be invited to present at a FOX webinar
  • Contribute as a guest blogger on the FOX Wealth Center Blog