|
Membership Categories
|
||||||
|
Thought Leader Council™
|
MFO Council
|
Wealth Advisor
|
Specialist Advisor
|
Digital
Subscriber |
||
| FOX Wealth Center Website | ||||||
| Accounts for all staff of defined member organization |
|
|
|
|
||
| Single account |
|
|
|
|
|
|
| Consultation and Peer Advice | ||||||
| Experienced Relationship Manager |
|
|
|
|
||
| Private online discussion group |
|
|
|
|
||
| FOX Advisor Directory including exclusive access to peer recommendations |
|
|
|
|
||
| View FOX Advisor Directory |
|
|
|
|
|
|
| FOX Deal Exchange Network |
|
|
|
|||
| FOX Deal Exchange Network attend with client |
|
|
||||
| Learning & Networking Events (admission subject to qualifications) | ||||||
| Thought Leaders Summit |
|
|
|
|
||
| MFO Council Meeting |
|
|||||
| FOX Forums*, Four admissions, max 2 per event |
|
|||||
| FOX Forums*, One admission |
|
|||||
| FOX Forums**, One admission |
|
|||||
| FOX Wealth Advisor Forum |
|
|||||
| FOX Forums*, 20% discount for addl admissions |
|
|
|
|||
| FOX Fall Forum, FOX Wealth Advisor Forum, at member price |
|
|||||
| Advisor Workshops and Master Classes--20% off |
|
|
|
|
|
|
| Live webinars (25/yr) |
|
|
|
|
||
| Regional Wealth Advisor Breifings |
|
|
|
|
|
|
| University of Chicago Booth School Private Wealth Management Course, 20% off for clients |
|
|
|
|
|
|
| *Choice of FOX Fall Forum, FOX Global Investor Forum, FOX Financial Executives Forum, or FOX Wealth Advisor Forum **Choice of FOX Fall Forum, FOX Global Investor Forum, or FOX Wealth Advisor Forum |
||||||
| Knowledge Center | ||||||
| FOX SFO Research: Full Studies |
|
|
|
|
||
| FOX MFO Research: Full Studies, current year |
|
|
|
|||
| FOX Research: Executive Summaries and White Papers |
|
|
|
|
|
|
| Library of industry publications, video presentations and recorded webinars |
|
|
|
|
|
|
| 20% discount on any study not included in membership |
|
|
|
|
|
|
| Participate in FOX Wealth Advisor Benchmarking, if qualified |
|
|
|
|
|
|
| FOXConnects (bi-monthly newsletter) |
|
|
|
|
|
|
| FOX WealthTrends™ (semi-annual report) |
|
|
|
|
|
|
| FOX Wealth Center Blog |
|
|
|
|
|
|
| Positioning and Branding | ||||||
| Enhanced Listing in FOX Advisor Directory, 3 categories |
|
|||||
| Enhanced Listing in FOX Advisor Directory |
|
|
|
|
||
| Event and Research Sponsorship |
|
|
|
|
||
| Exhibiting at Events |
|
|
|
|
|
|
| Distribution of White Papers and Articles to Members |
|
|
|
|
||
| Annual Capabilities Presentation at FOX |
|
|||||
| Use of FOX logo on your website |
|
|
|
|
||
| Link to your website from familyoffice.com |
|
|
|
|
||
| Visibility through publication of TLC Summit reports |
|
|||||