Council Membership

FOX Advisor Councils provide a rich peer environment where you will work with non-competing advisors to grow your business.

• FOX offers four Advisor Councils: the FOX Thought Leaders Council, the FOX Multi-Family Office Council, the FOX Integrated Wealth Advisor Council, and the FOX Family Learning and Experience Council.
• Council membership gives you access to custom FOX research for your Council, other really smart peers to work with, and a FOX developed, but member guided, curriculum.
• Learn not just what is on the mind of wealth families but how to position your firm to smartly apply those insights.
• Council membership positions your firm as a serious, knowledgeable resource in the ultra-wealth market.

Core Membership

Belonging to FOX gives you unique insights into this exceptional market segment and specific ways to expand your business.

FOX does not promise you direct introductions to potential new clients, but FOX will give you a thought leading perspective and connections to other advisors for productive mutual referrals.

• Connection— You can get answers, suggestions, and recommendations from other advisors who have experienced the issues you are dealing with--in person at FOX events and online through our 24/7 FOXChat™ online discussion board.
• Guidance— Most advisor membership plans include a relationship manager as your point person at FOX who can share solutions and resources, and arrange introductions to other experts, as appropriate.
• Learning— Stay up to date through bi-weekly webinars, Regional Advisor Briefings, and the annual FOX Wealth Advisor Forum, along with an online Knowledge Center built from over 25 years of experience and collective wisdom from FOX members.
• Positioning— Belonging to FOX indicates your commitment to serving the ultra-wealth market and continually improving your knowledge of the industry. You will be listed in the FOX Advisor Directory and be able to use the FOX Advisor Member logo on your website and marketing materials.

Advisory and Education Services

Wealth advisors are often looking to refine and enhance their business strategy and business model, all in the context of the firm's existing capabilities and client base as well as the competitive landscape.

FOX consulting projects include:

• Create or refine business plans for integrated wealth management focused on ultra-wealthy, multi-generational family clients
• Review and benchmark pricing, marketing, business development programs, talent/team structure, or service menu, among other considerations
• Design of an intentional client experience and advisor/client partnerships
• Define better integrated wealth management models and best practices