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The FOX Thought Leaders Council™

 

Families and Advisors Collaborating on the Future of Wealth Management

 
   
 

Family Office Exchange
Thought Leaders Council™

(In Formation)

Firm Name
Ascent Private Capital Management
Chartis
Deutsche Bank Private Wealth Management
Fiduciary Trust Company International
GenSpring Family Offices
HUB International
Nease, Lagana, Eden & Culley, Inc.
Rockefeller Financial
Schiff Hardin LLP
Silver Bridge Family Office Partners
South Dakota Trust Company LLC
U.S. Trust, Bank of America Private Wealth Management
Wells Fargo Family Wealth

 

The FOX Thought Leaders Council is the highest level of membership in FOX for advisors.  Advisors are invited to join this multi-disciplinary panel based on FOX member recommendations and proven examples of the advisor’s vision and expertise.

The Concept

A diversified working council of advisors, including integrated wealth advisors, insurance providers, private banks, trust companies, and educators working with experts in estate planning, tax, and philanthropy. 

Each year, the Council will work with a group of FOX members to explore the issues and concerns raised specifically for consideration by the Thought Leaders Council.

The Activities
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The Benefits
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