FOX Thought Leaders Council™

The Council Experience

At FOX, we invite distinguished advisor firms to join the FOX Thought Leaders Council (TLC) based on their reputation, skill and commitment to the highest end of the private wealth management industry. This working group of experts engage in top level discussions that push the boundaries of best practice.

The Thought Leader Council members are true leaders in the market and are recognized as such in the publications of the Council, at FOX meetings, on the FOX website, and in press relations about the Council publications.

Council Activities
  • At the annual Thought Leader Summit meeting, the Council will:
  • Focus on a select industry issue that result in dynamic, thought-provoking discussions and industry changing insights
  • Review industry trends and developments
  • Draw on its collective experience and perspective to explore the issues at hand
The product of the Summit will be:
  • a report—published for FOX members and available for TLC members to share with clients and prospects
  • a presentation of the findings— delivered at the annual FOX Fall Forum
  • an article—depending on the topic, provided to a leading industry publication
  • a press release
  • special coverage in the bi-weekly FOXConnects online newsletter
Key Benefits of Council Membership
  • Recognition as a leading mind in the industry while helping to identify and address the highest level issues
  • First-hand insights on what families of wealth are experiencing
  • Engagement with FOX member families and family office executives at various events, forums and meetings
  • Complete library access of FOX proprietary family office and wealth management research
  • Extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
  • Participation in FOX Wealth Advisor benchmarking study
  • Annual capablities review with FOX to showcase your strategy and expertise and receive feedback on branding and positioning
  • Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
  • Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
  • Participation in the private online discussion forum for advisors
  • Ability to submit your firm's articles and white papers to the FOX Knowledge Center
The Council Experience

At FOX, we invite distinguished advisor firms to join the FOX Thought Leaders Council (TLC) based on their reputation, skill and commitment to the highest end of the private wealth management industry. This working group of experts engage in top level discussions that push the boundaries of best practice.

The Thought Leader Council members are true leaders in the market and are recognized as such in the publications of the Council, at FOX meetings, on the FOX website, and in press relations about the Council publications.

Council Activities
  • At the annual Thought Leader Summit meeting, the Council will:
  • Focus on a select industry issue that result in dynamic, thought-provoking discussions and industry changing insights
  • Review industry trends and developments
  • Draw on its collective experience and perspective to explore the issues at hand
The product of the Summit will be:
  • a report—published for FOX members and available for TLC members to share with clients and prospects
  • a presentation of the findings— delivered at the annual FOX Fall Forum
  • an article—depending on the topic, provided to a leading industry publication
  • a press release
  • special coverage in the bi-weekly FOXConnects online newsletter
Key Benefits of Council Membership
  • Recognition as a leading mind in the industry while helping to identify and address the highest level issues
  • First-hand insights on what families of wealth are experiencing
  • Engagement with FOX member families and family office executives at various events, forums and meetings
  • Complete library access of FOX proprietary family office and wealth management research
  • Extended profile in the FOX Advisory Directory and the right to use the membership seal in your collateral
  • Participation in FOX Wealth Advisor benchmarking study
  • Annual capablities review with FOX to showcase your strategy and expertise and receive feedback on branding and positioning
  • Access to FOX subject matter experts for industry questions and full utilization of the FOX online Knowledge Center
  • Ability to engage FOX to train your staff and your clients on topics from the FOX Learning Curriculum
  • Participation in the private online discussion forum for advisors
  • Ability to submit your firm's articles and white papers to the FOX Knowledge Center