Grid Pages V2 - Advisors

FOX Membership Benefits: Trusted Advisors
 COUNCIL
Level		 CORE
Level
FOX Thought Leaders Council™ FOX Multi-Family Office Council™
or
FOX Integrated Wealth Advisor Council™		 Advisors Specialist
Advisors
Connection

MEET WITH PEERS
Meet and network with your peers from around the world at the FOX Wealth Advisor Forum™  (# of attendances included in membership)

1

 1 1 1

LEARN ALONGSIDE FAMILIES:
(# of attendances included in membership)

       FOX Fall Forum™   
2
1

 

1

 

Invited†
       FOX Financial Executives Forum™ 1 1    

       FOX Global Investment Forum™
(†Invited, but not included with membership)

 Invited† Invited†    

FOX WEALTH ADVISOR BRIEFINGS
Take advantage of the peer community close to home. 9 meetings annually in major cities.

 ALL ALL ALL ALL
FOX THOUGHT LEADERS COUNCIL SUMMIT 1      
COUNCIL MEETINGS
FOX Integrated Wealth Advisor Council™		   2    
COUNCIL MEETINGS
FOX Multi-Family Office Council™		   1    
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP
Fast answers to your questions, from your peers. 		 x x x x
FOXCONNECTS™ NEWSLETTER x x x x
Guidance
EXPERIENCED RELATIONSHIP MANAGER
Members work with their Relationship Manager who gets to know their needs and connects them with FOX data, needed experts, and other FOX members.		 x x x x
FOX MEMBER NETWORKS

Stay up-to-date on the issues and skills that apply to key family office disciplines. Council members may join up to 2 networks:

      Direct Investing 
      Private Family Trust Company
      Technology Operations & Data Security
      Human Capital
      Investment Strategy

 2 2    
FOX ADVISOR DIRECTORY
Access the directory of all FOX Advisor Members		 x x x x
ANNUAL CAPABILITIES REVIEW AT FOX x      
Learning
LIVE WEBINARS
24 live webinars annually plus over 250 recorded programs.		 x x x x

FOX KNOWLEDGE CENTER
Access - via our website - for all office staff. Content includes:

  • FOX Research: Full studies (*only certain studies available)
  • FOX Research: Executive Summaries and Whitepapers
  • Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars
 x x* x*
(excludes FOX research full studies)
FOX WORKSHOPS
In-depth education. 20% discount for FOX members.		 x x x x
FOX WEALTH ADVISOR BENCHMARKING
May participate if qualified. 		 x x x  
FOX BLOG
Frequently-updated articles on topics of immediate interest to the FOX community.		 x x x x
Positioning

FOX ADVISOR DIRECTORY
Extended profiles for members only. 

x

 x x x

SPONSORSHIP OPPORTUNITIES
Events, Research and Networks. 

 x x x x
WHITE PAPER DISTRIBUTION
FOX will promote your white papers to members via FOXConnects™ and the annual FOX 100 Resource Center. 		 x x x x
CONTRIBUTE BLOG POSTS TO THE FOX BLOG x      
USE THE FOX LOGO ON YOUR WEBSITE x x x x
LINK TO YOUR WEBSITE FROM FAMILYOFFICE.COM x x x x
VISIBILITY IN FOX THOUGHT LEADERS SUMMIT REPORTS x      
HOSTING FOX REGIONAL EVENTS x