For 20 years, FOX has built its reputation by offering members objective knowledge, information and advice to more effectively manage their wealth. Providing objective wealth management knowledge is our number one priority. There are many benefits to becoming a FOX member, including access to benchmarking data, consulting, education, information-sharing among peers, networking, research, thought leadership and much more.
Want to Become
a Member?
Join today and take advantage of the many benefits available.
Once you become a FOX member, you will have access to a personal
relationship manager that can help you navigate through the many
services available to meet your specific needs. Your relationship
manager can
tap into FOX’s expert team of resources to provide
the solution that’s right for you.
Membership Services
FOX’s long history and depth of wealth management knowledge serves as a vibrant source to:
FOX research includes case studies, quantitative analysis, tools and templates changes in the marketplace that help members resolve challenges.
FOX also identifies and develops leading industry practices through research, interviews and assessment of the most progressive solutions available in the marketplace.
You have a variety of opportunities to network with fellow peers, including confidential list servs or direct introductions facilitated by the FOX team. Membership offerings are also available for customized networking groups such as Multi-generational families, multi-family offices, Next Generation, Global families and more.
FOX’s research and relationship management teams provide consultation and advice on specific member issues as well as referrals to “closest peers” for further consultation. Consulting is available for members looking for customized solutions to strategic or transitional issues for a project-based fee.
Once you become a FOX member, you will have access to a personal