Wealth Advisors

Advisors who serve, or desire to serve, the ultra-high net worth segment come to FOX to

  • Understand the needs and thought processes of family offices
  • Network among their peer advisors to learn about how to best approach this market
  • Develop their own referral network among the advisors which helps build their business
  • Established MFOs come to work on perfecting their service delivery and business model by subscribing to FOX MFO research and/or participating in the MFO Council
  • Position their company and build their brand
    • Membership in FOX demonstrates an interest in and commitment to learning about the family office market
    • Utilize the volume of qualified prospects using the FOX Advisor Directory
    • Distribute white papers and articles to an interested audience
    • Take advantage of marketing opportunities from sponsorship of FOX studies and events