The ExperienceFOX councils bring you a highly customized interaction with your peers based on member-driven issues. Key features typically inlclude:Formally meeting two or three times a year in two-day sessions. Frequent phone and online conversations as well as meeting at other FOX events makes this a year-round conversationEach council follows a ...
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The ConceptA diversified working council of advisors, including integrated wealth advisors, insurance providers, private banks, trust companies, and educators working with experts in estate planning, tax, and philanthropy. Each year, the council works with a group of FOX members to explore the issues and concerns raised specifically for consid...
Who Should Belong?Advisor firms that provide a holistic approach to serving the integrated wealth planning needs for ultra-high net worth families. Firms include divisions of large financial institutions, independent entities, and specialty boutiques.The BenefitsThe FOX MFO Council is where the future direction of the industry is set. Discussions c...
The Need for Families Co-investing with Other FamiliesIn the aftermath of the financial crisis, trust in outside investment managers has fallen. Many families are taking tighter control of their investments. Co-investing with other families addresses many of the needs for greater control, transparency, and alignment of interests.Strong Interest Amo...
The Challenge of Being the "Next Generation" of Family LeadersAs the next in line to inherit stewardship of your family's wealth, you face a unique set of opportunities and challenges. In addition to school, career, family, and life in general, you’re thinking about how you will define your future with your family. How will you be involved? What wi...
There are a number of issues that all family offices face. At different times, these challenges are active for certain members who want to work on them with peer members. To support these needs, FOX organizes Special Interest Groups and supports them with teleconferences, webinars, expert outside speakers, and focused research.Frequent topics that ...
Membership Categories Thought Leader Council™MFO CouncilWealth AdvisorSpecialist AdvisorDigital SubscriberFOX Wealth Center Website Accounts for all staff of defined member organization Single account Consultation and Peer Advice ...
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We have identified seven common office types and have found that many Family Office Exchange members describe themselves as a combination of two or more of the ones defined here.Founder's OfficeThe founders office supports the activities of entrepreneurs who are running or have sold the operating company(s). It is organized around the goals o...
Some family offices offer strictly strategic and investment services while others offer everything from strategic philanthropy to convenience services. Below is a list of family office services that are commonly provided. For more details, see the FOX Guide to the Professional Family Office. List of Family Office ServicesInvestment Strate...
We have identified eight common family office types. Notably, many FOX members describe their offices as a combination of two or more of the ones defined here. Founder's OfficeSupports the activities of business founders running operating companies. Founders offices address questions regarding ownership structure, real estate management and ot...
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