Membership Benefits for Advisors - Americas

Come learn with us

Mastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as:

  • FOX Forums are multi-day conferences where members gather to hear world-renowned experts, review the latest FOX research, meet in confidential peer discussion groups, or interact socially with peers. 
  • The FOX MFO Council and FOX Integrated Wealth Advisor Council provide peer groups where firms are able to address strategic and operational best practices as the industry rapidly evolves.
  • Focused, single-topic workshops, usually lasting 1½ days.  Several workshops are open to advisors. You can invite your clients to attend family office only workshops at the FOX member price.
  • An online archive of FOX research and curated industry articles, depending on level of membership
  • Webinars, live presenations on important topics, accessible without leaving your office 
  • CPE credit for event and webinar attendance

Meet and learn from your peers

  • Regional Wealth Advisor Briefings – Regularly scheduled networking opportunities for advisors to meet and discuss their insights and approach to serving the family office market.  
  • Online discussion groups for nearly instant feedback on immediate needs  
  • Councils – the highest level of FOX membership for advisors are the Thought Leaders Council and the MFO Council, where advisors can actively participate in shaping the wealth advisory industry of the future. 

Compare yourself to your peers

  • Benchmarking – FOX fills a critical need for multi-family offices to have reliable, objective information on what services other MFOs are providing, pricing approaches, the staffing levels and compensation required, cost structures, the investment process and results, and approaches to business development.  

Get help in solving your problems

  • Utilize the guidance of your relationship manager  to get the most out of your FOX membership, including direction on the best events for your firm and the best research to answer your questions.
  • Call on FOX Consulting Services for custom projects to help refine your strategy and build your business.
  •  Research Analysts – For council members, FOX analysts are available for briefings and discussion on topics of your choosing.  As the ones conducting FOX research, they have hands-on experience from discussions with hundreds of wealth owners and advisors.

Gain visibility with the world’s most sophisticated families

  • Participate together at key FOX events
  • Advisor members are entitled to an enhanced profile in the heavily used FOX Advisor Directory
  • Distribute your firm's research and white papers to FOX members
  • Take advantage of marketing opportunities from sponsorship of FOX studies and events
  • List your FOX membership on your website and in your marketing materials as evidence of your commitment to advancing the best practices of wealth management.