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Membership Categories
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Global MFO Council
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Wealth Advisor
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Specialist Advisor
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Digital Subscriber
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| FOX Website | ||||
| Accounts for all office staffof defined member organization |
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| Single account |
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| FOX member discounts |
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| Consultation and Peer Advice | ||||
| Experienced relationship manager |
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| Private online discussion group |
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| FOX Advisor Directory with the full list of advisors recommended by FOX family office members | ✓ | ✓ | ✓ | ✓ |
| FOX Deal Exchange Network, attend with clients | ✓ | ✓ | ✓ | |
| Learning & Networking Events | ||||
| 20% discount on events | ✓ | ✓ | ✓ | ✓ |
| Global MFO Council Meeting |
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| Live webinars (20 per year) | ✓ | ✓ | ✓ | ✓ |
| Regional meetings | ✓ | ✓ | ✓ | ✓ |
| 20% discount on University of Chicago Booth School of Private Wealth Management Course |
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| Knowledge Center | ||||
| FOX Research: full studies* |
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| FOX Research: executive summaries and white papers | ✓ | ✓ | ✓ | ✓ |
| 20% discount on any study not included in membership |
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| Library of industry publications, video presentations and recorded webinars |
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| Participate in FOX Benchmarking, if qualified | ✓ | ✓ | ✓ | ✓ |
| FOXConnects (newsletter) |
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| FOX WealthTrends™ Report | ✓ | ✓ | ✓ | ✓ |
| *Certain sensitive studies are only available to family office members |
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| Positioning and Branding | ||||
| Enhanced profile in FOX Advisor Directory |
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| Sponsor events and research |
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| Exhibit at events | ✓ | ✓ | ✓ | ✓ |
| Distribute white papers and articles to membership | ✓ | ✓ | ✓ | ✓ |
| Use of FOX logo on your website | ✓ | ✓ | ✓ | |