FOX Advisor Membership | Family Office Exchange

FOX Membership Benefits: Trusted Advisors	COUNCIL Level		CORE Level
FOX Membership Benefits: Trusted Advisors	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 Enterprise Forum™	2	1	1	Invited^†
FOX Family Office 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