Family Offices

Council Membership

Sharpen your professional and personal skills working face-to-face ​​​with 25 peers just like yourself.

• Each Council brings together 20-25 peers with whom you can share experiences and get ideas
• Learn how other families and family offices successfully deal with the issues you are facing
• There are separate Councils for: Family leaders, family office CEOs, COOs, CFOs, investment personnel, and client experience experts
• The greatest return from a FOX membership comes when you join a Council

Includes all Core Membership benefits

Core Membership

Belonging to FOX helps answer your questions and provides guidance for improving the operation of your family office. 

• Connection— You can get answers, suggestions, and recommendations from people who have experienced the issues you are dealing with--in person at FOX events and online through our 24/7 FOXChat™ online discussion board.
• Guidance— You will have a relationship manager as your point person at FOX who has worked with dozens of families and can share solutions and resources, and arrange introductions, as appropriate.
• Learning— Stay up to date through bi-weekly webinars, regularly scheduled workshops, multi-day forums, and a Knowledge Center built from over 25 years of experience and collective wisdom from FOX members. 

Advisory and Education Services

• Family office design including definition of mission, ownership, costs, services, talent and team structure, oversight and other critical elements for success
• Review of an existing family office including all operational aspects, with reference to peer benchmarking and best practices, and any necessary strategic adjustments
• Enhancement of the special role of the family office in the broader family enterprise
• Transition of the family office out of the operating company to a standalone entity