Our Services

FOX Services
WHAT WE DO

Provide Resources, Knowledge, and Connections

FOX is the premier destination for family office resources, knowledge, and connections.

Our Services

FOX offers various services to help clients at any stage of their journey. From educational programs to customized solutions, we aim to help clients realize the full potential of their capital and reach their goals.

Since 1989

FOX has been serving families, their offices, and their advisors for over 30 years, providing objective guidance and thoughtful solutions to the unique obstacles that family offices face.

About Our Services

We understand that throughout your journey, you will encounter obstacles. FOX has designed our services to help you overcome these challenges and leverage opportunities created by them. From consulting to research to educational programs and networks, our extensive range of services makes it easy for you to choose a solution that best fits your needs.

Peer Networking
Member Events, Peer Councils, and Online Networks

Member Events: In-person, virtual, and hybrid events, including networking, peer sharing, learning, and opportunity exchanges.

Peer Councils: Select groups of 20 - 25 peers who often share the same role within a Family Office or Advisory firm who meet twice a year and share knowledge and resources.

Online Networks: Vetted and moderated online communities of peers using real-time chat to exchange resources, best practices, and connections.

Peer Networking
Member Events, Peer Councils, and Online Networks

Member Events: In-person, virtual, and hybrid events, including networking, peer sharing, learning, and opportunity exchanges.

Peer Councils: Select groups of 20 - 25 peers who often share the same role within a Family Office or Advisory firm who meet twice a year and share knowledge and resources.

Online Networks: Vetted and moderated online communities of peers using real-time chat to exchange resources, best practices, and connections.

Benchmarks & Knowledge
Proprietary Research, Thought Leadership, and Member Publications

Proprietary Research: Unique benchmarking research from top global families and advisors, data via annual surveys, real-time pulse polls, focus groups, and in-depth interviews.

Thought Leadership: White papers, case studies, industry trends and analyses, thought leadership frameworks, and solutions playbooks.

Member Publications: Member-sponsored research, thinking, and analysis.

Benchmarks & Knowledge
Proprietary Research, Thought Leadership, and Member Publications

Proprietary Research: Unique benchmarking research from top global families and advisors, data via annual surveys, real-time pulse polls, focus groups, and in-depth interviews.

Thought Leadership: White papers, case studies, industry trends and analyses, thought leadership frameworks, and solutions playbooks.

Member Publications: Member-sponsored research, thinking, and analysis.

Learning & Education
Family Learning, Advisor Education, and Thematic Workshops

Family Learning: Education and coaching for family members on a variety of topics, including family dynamics, governance, transitions, and more.

Advisor Education: Education and certification for Family Office executives and advisors.

Thematic Workshops: In-person and online learning courses and events on industry trends and technical topics, frequently requested solutions, and frontier opportunities.

Learning & Education
Family Learning, Advisor Education, and Thematic Workshops

Family Learning: Education and coaching for family members on a variety of topics, including family dynamics, governance, transitions, and more.

Advisor Education: Education and certification for Family Office executives and advisors.

Thematic Workshops: In-person and online learning courses and events on industry trends and technical topics, frequently requested solutions, and frontier opportunities.

Resource Libraries
Service Provider Directories, Talent Marketplace, and Reference Library

Service Provider Directories: Online directories of vetted, and member-endorsed Family Office advisors and specialized service providers.

Talent Marketplace: Online marketplace of Family Office and advisor job opportunities and quality candidates.

Reference Library: Online repository of Family Office templates, best practices, process and procedures, job descriptions, and other shared documents.

Resource Libraries
Service Provider Directories, Talent Marketplace, and Reference Library

Service Provider Directories: Online directories of vetted, and member-endorsed Family Office advisors and specialized service providers.

Talent Marketplace: Online marketplace of Family Office and advisor job opportunities and quality candidates.

Reference Library: Online repository of Family Office templates, best practices, process and procedures, job descriptions, and other shared documents.

Advisory & Consulting Services
Relationship Managers, Subject Matter Experts, and Consulting Solutions

Relationship Managers: Dedicated relationship managers with decades of experience providing high-touch service, advice, and guidance to advisors and family offices.

Subject Matter Experts (SMEs): Consultations with internal SMEs across a broad range of technical topics, functional expertise, and industry knowledge.

Consulting Solutions: Advisory and execution consulting services, including family office design, benchmarking, industry landscape, offerings design, governance, family dynamics, and vendor/advisor evaluation and selection.

Advisory & Consulting Services
Relationship Managers, Subject Matter Experts, and Consulting Solutions

Relationship Managers: Dedicated relationship managers with decades of experience providing high-touch service, advice, and guidance to advisors and family offices.

Subject Matter Experts (SMEs): Consultations with internal SMEs across a broad range of technical topics, functional expertise, and industry knowledge.

Consulting Solutions: Advisory and execution consulting services, including family office design, benchmarking, industry landscape, offerings design, governance, family dynamics, and vendor/advisor evaluation and selection.