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Membership Categories
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Council
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Family
Office |
Private
Investor |
Digital
Subscriber |
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| FOX Wealth Center Website | |||||
| Accounts for all office staff and family members |
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| Single account |
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| FOX Access Services and Discounts |
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| Consultation and Peer Advice | |||||
| Consulting Relationship Manager/Council Moderator |
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| Experienced Relationship Manager |
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| Private online discussion group |
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| FOX Advisor Directory including exclusive access to peer recommendations |
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| FOX Advisor Directory |
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| FOX Deal Exchange Network |
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| NextGen Network |
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| Learning & Networking Events | |||||
| FOX Fourm, Two admissions |
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| FOX Forum, One admission |
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| 20% discount for addl. FOX Forum or Workshop admissions |
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| Peer Council meetings (2/yr) |
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| Live webinars (25/yr) |
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| Regional meetings |
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| 20% discount on University of Chicago Booth School 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 |
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| Library of industry publications, video presentations and recorded webinars |
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| Library of member shared templates |
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| 20% discount on any study not included in membership |
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| Participate in FOX Single Family Office Benchmarking |
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| Specially commissioned research |
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| FOXConnects (semi-monthly newsletter) |
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| FOX WealthTrends™ (semi-annual report) |
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| FOX Wealth Center Blog |
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