The highest level of engagement,
where the real work gets done.
FOX Councils are private networks of close peers working together
to advance their professional development and to solve the unique
challenges they face in their management of private wealth.
There are nine Councils, each a carefully composed group of compatible
and complimentary professionals who do the same work and face the
same challenges. The full list of Councils appears to the right.
Your Experience
The Council experience brings you a highly customized interaction
with your peers that is based on member-driven issues. Frequency
and structures of the meetings vary from Council to Council but
may include:
•
Large and small group discussions facilitated by FOX senior staff
on topics of critical interest
•
On-site visits to peer offices that broaden participant’s
understanding of opportunities within their own offices
•
Meeting industry leaders (Family Members) that share their
perspectives about the family’s past and future
•
Best practice case studies such as training next generation
leaders, technology solutions, and investment manager selection
•
Presentations by expert speakers, as desired at the invitation of
the group
•
Insider perspectives on family philanthropic passions and
the impact the family is bringing to their local and global
communities
All council members receive the full benefits of FOX membership
plus priority access to benchmarking and survey results and a
dedicated senior relationship manager.
FOX Councils
•
FOX Executive Council™ Family Office CEOs overseeing U.S.
multi generational family offices
•
FOX Senior Management
Council™ Family Office COOs and experienced
Executives overseeing U.S. multi
generational family offices
•
FOX Investment Council™ Executives and Owners responsible
for overseeing the family investment
program
•
FOX Business Owner Council™ Family Office Executives managing
a family office for a family that still
owns the core business
•
FOX Financial Executive
Council™ Family Office Financial Executives
(CFOs, Controllers, Tax Managers) in
a family office
•
FOX Owner/Operator
Council™ Family members who oversee the
operation of their family's office
•
FOX Global Family Council™ Family Office CEOs and Wealth Owners
overseeing a multi generational, multi
national family office
•
FOX Multi-Family Office
Council™ Multi-Family Office Executives
overseeing strategic business
decisions and client service delivery
•
FOX Thought Leaders Council™ Multi-disciplinary panel of leading
advisors exploring key challenges in
wealth management
