Our Services
Our Services
FOX offers various services to help clients at any stage of their journey. From educational programs to customized solutions, we aim to help clients realize the full potential of their capital and reach their goals.
FOX has been serving families, their offices, and their advisors for over 30 years, providing objective guidance and thoughtful solutions to the unique obstacles that family offices face.
About Our Services
We understand that throughout your journey, you will encounter obstacles. FOX has designed our services to help you overcome these challenges and leverage opportunities created by them. From consulting to research to educational programs and networks, our extensive range of services makes it easy for you to choose a solution that best fits your needs.
A FOX membership ensures a package of our services; however, many of our services are available a la carte to non-members of our community.
While FOX started as an organization for family offices, we have evolved with the industry. As a result, our services offer a variety of solutions for ultra-high-net-worth families, family office executives, advisors, and more.
Member Events: In-person, virtual, and hybrid events, including networking, peer sharing, learning, and opportunity exchanges.
Peer Councils: Select groups of 20 - 25 peers who often share the same role within a Family Office or Advisory firm who meet twice a year and share knowledge and resources.
Online Networks: Vetted and moderated online communities of peers using real-time chat to exchange resources, best practices, and connections.
Member Events: In-person, virtual, and hybrid events, including networking, peer sharing, learning, and opportunity exchanges.
Peer Councils: Select groups of 20 - 25 peers who often share the same role within a Family Office or Advisory firm who meet twice a year and share knowledge and resources.
Online Networks: Vetted and moderated online communities of peers using real-time chat to exchange resources, best practices, and connections.
Proprietary Research: Unique benchmarking research from top global families and advisors, data via annual surveys, real-time pulse polls, focus groups, and in-depth interviews.
Thought Leadership: White papers, case studies, industry trends and analyses, thought leadership frameworks, and solutions playbooks.
Member Publications: Member-sponsored research, thinking, and analysis.
Proprietary Research: Unique benchmarking research from top global families and advisors, data via annual surveys, real-time pulse polls, focus groups, and in-depth interviews.
Thought Leadership: White papers, case studies, industry trends and analyses, thought leadership frameworks, and solutions playbooks.
Member Publications: Member-sponsored research, thinking, and analysis.
Family Learning: Education and coaching for family members on a variety of topics, including family dynamics, governance, transitions, and more.
Advisor Education: Education and certification for Family Office executives and advisors.
Thematic Workshops: In-person and online learning courses and events on industry trends and technical topics, frequently requested solutions, and frontier opportunities.
Family Learning: Education and coaching for family members on a variety of topics, including family dynamics, governance, transitions, and more.
Advisor Education: Education and certification for Family Office executives and advisors.
Thematic Workshops: In-person and online learning courses and events on industry trends and technical topics, frequently requested solutions, and frontier opportunities.
Service Provider Directories: Online directories of vetted, and member-endorsed Family Office advisors and specialized service providers.
Talent Marketplace: Online marketplace of Family Office and advisor job opportunities and quality candidates.
Reference Library: Online repository of Family Office templates, best practices, process and procedures, job descriptions, and other shared documents.
Service Provider Directories: Online directories of vetted, and member-endorsed Family Office advisors and specialized service providers.
Talent Marketplace: Online marketplace of Family Office and advisor job opportunities and quality candidates.
Reference Library: Online repository of Family Office templates, best practices, process and procedures, job descriptions, and other shared documents.
Relationship Managers: Dedicated relationship managers with decades of experience providing high-touch service, advice, and guidance to advisors and family offices.
Subject Matter Experts (SMEs): Consultations with internal SMEs across a broad range of technical topics, functional expertise, and industry knowledge.
Consulting Solutions: Advisory and execution consulting services, including family office design, benchmarking, industry landscape, offerings design, governance, family dynamics, and vendor/advisor evaluation and selection.
Relationship Managers: Dedicated relationship managers with decades of experience providing high-touch service, advice, and guidance to advisors and family offices.
Subject Matter Experts (SMEs): Consultations with internal SMEs across a broad range of technical topics, functional expertise, and industry knowledge.
Consulting Solutions: Advisory and execution consulting services, including family office design, benchmarking, industry landscape, offerings design, governance, family dynamics, and vendor/advisor evaluation and selection.