Wealth Advisors

An important part of the community

Learning about the needs of wealthy families and about best practices in running an advisory business

Advisors who serve, or desire to serve, the ultra-high net worth market come to FOX to:

  • Understand the needs and thought processes of family offices
  • Network among their peers to learn how to best approach this market
  • Develop their own referral network amongadvisors to help build their business
  • Position their company and build their brand
    • Membership in FOX demonstrates an interest in and commitment to learning about the family office market
    • Utilize the volume of qualified prospects using the FOX Advisor Directory
    • Distribute white papers and articles to an interested audience
    • Take advantage of marketing opportunities from sponsorship of FOX studies and events

Established MFOs come to work on perfecting their service delivery and business model by subscribing to FOX MFO research and participating in the MFO Council.

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