FOX Private Investor Membership and Council

Membership Benefits	COUNCIL Level	CORE Level
Connection
FOX PRIVATE INVESTOR COUNCIL MEETINGS Work with your true peers for a full day before or after the FOX Global Investment Forum meetings, including a Council-only dinner. (# of attendances included in membership)	2
FOX GLOBAL INVESTMENT FORUM™ Full day meetings exclusively of investment decision makers from family offices, families of wealth without family offices, and the chief investment officers of multi-family offices.	2 March in SF Sept in NY	2 March in SF Sept in NY
FOX FORUMS Meet and network with true peers at FOX Forums FOX Fall Enterprise Forum™ FOX Family Office Forum™ FOX Global Owners Forum™	*	*
FOX DIRECT INVESTING NETWORK Optional membership in the FOX Direct Investing Network.	x	x
REGIONAL INVESTMENT-THEMED EVENTS & DINNERS	x	x
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR THE PRIVATE INVESTOR COUNCIL Fast answers to questions from fellow Council members.	x
PRIVATE FOXChat™ ONLINE DISCUSSION GROUP FOR INVESTMENT NETWORKS Fast answers to questions from peers.	x	x
FOX GLOBAL INVESTMENT SURVEY Participate in the annual benchmarking survey and receive complete results.	x
FOXCONNECTS™ NEWSLETTER (2x per month)	x	x
Guidance
EXPERIENCED RELATIONSHIP MANAGER Your Council Leader or Relationship Manager gets to know your needs and connects you with FOX resources, needed experts, and other FOX members.	x	x
FELLOW COUNCIL MEMBERS Council members gladly share their experience and plans with the expectation that you will do the same.	x
FOX ADVISOR DIRECTORY Find needed advisors committed to the FOX community.	x	x
Learning
LIVE WEBINARS 24 live webinars annually plus over 200 recorded programs.	x	x
FOX KNOWLEDGE CENTER Access - via our website - to a library of industry knowledge, including: Extensive library of publications from FOX advisor members, plus video presentations and recorded webinars Library of FOX member-shared template documents	x	x
FOX WORKSHOPS In-depth education. 20% discount for FOX members.	x	x
FOX BLOG Frequently-updated articles of immediate interest to the FOX community.	x	x
UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS Private Wealth Management Course. 20% discount for FOX members.	x	x

*May use one Global Investment Forum ticket for another Forum. Additional tickets at FOX member rates.