Membership Benefits for Family Offices and Private Investors - 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, and interact socially with peers. (links to Forums Event page)
• Focused, single topic workshops, usually lasting 1½ days. (Workshop charges are incremental to membership fees.)
• Online archive of FOX research and curated industry articles 
• Online seminars, live presentations on important topics, accessible without leaving your office 
• Earn CPE credit for event and webinar attendance.

Meet and learn from your peers

• Online peer discussion groups for instant feedback on everyday questions and important needs

• Councils – the highest level of FOX membership for families, where well-matched peers work on common issues

• Get introduced to families with similar interests by your relationship manager

• The NextGen Network helps prepare the next generation of family for leadership roles and dealing with the issues that accompany wealth.  Programs include the NextGen blog, quarterly online seminars, and private sessions during larger FOX events.

Keep up with your peers

• Investment Survey – Annually, FOX surveys members in order to share insights on the investment performance, asset allocation, and the outlook for the new year.  This information is only available to members.
• Compensation Survey—To help members plan for the coming year, FOX surveys members in early fall to gather plans for coming year staff compensation and year-end bonuses.
• Deal Exchange – A new offering of FOX brings together families who have developed or identified investment opportunities they are willing to invite other families to participate in with member families who are interested in partnering with such investments.

Compare yourself to your peers 

• Benchmarking—FOX fills a critical need for family offices to have reliable, objective information on what services other family offices are providing, the staffing levels and compensation required, the costs, and the investment process and results.  With many years of back results, FOX has the insight and experience to make this study extremely valuable to members.  Members who participate get customized reports comparing their data to other offices of similar size.

Get help in solving your problems

• Your relationship manager is the key to unlocking the value of your FOX membership. Our RMs are seasoned, long-term employees who work with members daily.  They are familiar with the issues offices face and can put you in touch with the research and personal resources you need. Regular, scheduled calls are part of the basic membership.
• Call on FOX Consulting Services for custom projects to help deal with family office design issues, transition planning, etc.,
• Research Analysts—FOX analysts are available for briefings and discussion about topics of your choosing.  As the ones conducting FOX research, they have hands-on experience from discussions with hundreds of wealth owners.
• Shared Templates—Members are encouraged to contribute and use a FOX maintained library of samples and templates used in family offices to save members from reinventing the wheel.

• Peer sessions will be just that; family only groups will not have advisors present.
• There are occasions when families and advisors will meet together for mutual benefit, but such situations will be clearly disclosed.
• No press is in the room