Private Investors

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WATCH: What members say about FOX Councils

Council Membership

The FOX Private Investor Council connects you with fellow investors and makes sure that you ask the right questions.

  • The FOX Private Investor Council brings together closely matched peers who can share experiences and ideas.
  • It provides a way to learn how other investors successfully deal with the issues you are facing.
  • You will be exposed to the strongest new investing concepts from outside experts and fellow Council members.
  • This Council meets twice a year, adjacent to the FOX Global Investor Forum meetings.

Includes all Core Membership benefits

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WATCH: What is FOX membership

Core Membership

Belonging to FOX helps answer your questions and provides guidance for improving the investment 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—FOX can keep you up to date through bi-weekly webinars, regularly scheduled workshops, and our Forums. The FOX Private Investor Center Core Membership includes admission to both the Spring and Fall FOX Global Investment Forum, along with access to an online Knowledge Center built from over 25 years of experience and collective wisdom from FOX members.
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Advisory and Education Services

Many families are interested in better defining their objectives, processes, or infrastructure to improve their investment programs.

FOX Consulting investing projects include:

  • Articulation of comprehensive investment policy statements and structures for decision-making (whether building an internal family office team, hiring third party advisors, or a combination thereof
  • Creation or refinement of traditional diversified portfolios designed for wealth preservation or wealth creation strategies (including direct investment programs and other strategies)
  • Best practices informing a family’s investment program
  • Due diligence and selection of a strategic investment advisor
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