Membership Categories |
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Global MFO Council |
Wealth Advisor |
Specialist Advisor |
Digital Subscriber |
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| FOX Wealth Center Website | |||||||||
| Accounts for all staff of defined member organization | 
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| Single account |
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| Consultation and Peer Advice | |||||||||
| Experienced Relationship Manager |
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| Private online discussion group |
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| View FOX Advisor Directory |
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| FOX Deal Exchange Network | |||||||||
| FOX Deal Exchange Network, attend with client |
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| Learning & Networking Events (admission subject to qualification) | |||||||||
| Global MFO Council Meeting |
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| FOX Forums*, at member price |
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| FOX Forums**, at member price |
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| Advisor Workshops and Master Classes--20% off |
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| Live webinars (25/yr) |
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| Regional Briefings |
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| University of Chicago Booth School Private Wealth Management Course, 20% off for clients |
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| Knowledge Center | |||||||||
| FOX SFO Research: Full Studies |
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| FOX MFO Research: Full Studies, current year |
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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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| 20% discount on any study not included in membership |
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| Participate in FOX Wealth Advisor Benchmarking, if qualified |
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| FOXConnects (bi-monthly newsletter) |
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| FOX WealthTrends™ (semi-annual report) |
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| FOX Wealth Center Blog |
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| Positioning and Branding | |||||||||
| Enhanced Listing in FOX Advisor Directory |
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| Event and Research Sponsorship |
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| Exhibiting at Events |
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| Distribution of White Papers and Articles to Members |
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| Annual Capabilities Presentation at FOX | |||||||||
| Use of FOX logo on your website |
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| Link to your website from familyoffice.com |
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