Grid Pages V2 - Advisors

FOX Membership Benefits: Trusted Advisors
COUNCIL
Level		CORE
Level
FOX Thought Leaders Council™FOX Multi-Family Office Council™
or
FOX Integrated Wealth Advisor Council™		AdvisorsSpecialist
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

111

LEARN ALONGSIDE FAMILIES:
(# of attendances included in membership)

       FOX Fall Forum™   


2
1

1

Invited†

       FOX Financial Executives Forum™11  

       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.

ALLALLALLALL
FOX THOUGHT LEADERS COUNCIL SUMMIT1   
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. 		xxxx
FOXCONNECTS™ NEWSLETTERxxxx
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.		xxxx
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		22  
FOX ADVISOR DIRECTORY
Access the directory of all FOX Advisor Members		xxxx
ANNUAL CAPABILITIES REVIEW AT FOXx   
Learning
LIVE WEBINARS
24 live webinars annually plus over 250 recorded programs.		xxxx

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
xx*x*
(excludes FOX research full studies)
FOX WORKSHOPS
In-depth education. 20% discount for FOX members.		xxxx
FOX WEALTH ADVISOR BENCHMARKING
May participate if qualified. 		xxx 
FOX BLOG
Frequently-updated articles on topics of immediate interest to the FOX community.		xxxx
Positioning

FOX ADVISOR DIRECTORY
Extended profiles for members only. 

x

xxx

SPONSORSHIP OPPORTUNITIES
Events, Research and Networks. 

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WHITE PAPER DISTRIBUTION
FOX will promote your white papers to members via FOXConnects™ and the annual FOX 100 Resource Center. 		xxxx
CONTRIBUTE BLOG POSTS TO THE FOX BLOGx   
USE THE FOX LOGO ON YOUR WEBSITExxxx
LINK TO YOUR WEBSITE FROM FAMILYOFFICE.COMxxxx
VISIBILITY IN FOX THOUGHT LEADERS SUMMIT REPORTSx   
HOSTING FOX REGIONAL EVENTSx