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Membership Benefits

The Value of Family Office Exchange
For International Advisor Members

Family Office Exchange (FOX) is an exclusive resource for financial intelligence needed by families with exceptional wealth. We are the leading global authority on best practices for sophisticated families with exceptional wealth.

FOX Intellectual Capital Marketplace Positioning
Industry Intelligence Peer Exchange

International Advisor Membership Benefits

FOX Membership affords professional advisors all of the benefits listed below.

Online Application
Membership Application Form

Click here to request an information packet to be sent to you.


FOX Intellectual Capital

  • Online access to FOX intellectual capital through the members-only website, containing a library of articles, white papers and other research publications on important topics in wealth management

  • Regular e-mail updates from FOX providing insights on industry trends and resources

  • Quarterly newsletter featuring exclusive, topical articles of interest to family office and wealth management professionals
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Industry Intelligence

  • FOXConnects International — The international editon of our broadcast e-mail focuses on industry information, new trends and critical issues affecting family offices and the wealth management industry on a global basis

  • FOXConnects — The United States edition of our broadcast news e-mail focuses on industry information, new trends and critical tax, estate and other issues affecting family offices and the wealth management industry

  • FOX Conference Calendar, listing webinar/teleconferences and other education programs hosted by Family Office Exchange

  • Access to FOX proprietary research, affording advisors the opportunity to acquire "The Global Financial Family" report and other research as published

  • Online resource library documenting family office trends (newsletter articles, white papers and resource books are listed)
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Marketplace Positioning

  • Positioning in an online directory of advisors on the FOX public and private members-only website, where over 300 family members can view a firm's profile, identify key contacts and link directly to the firm's website. The FOX public website receives an average of more than 4,000 visitors monthly.

  • Opportunities to submit ideas for newsletter and FOXConnects broadcast e-mail articles, white papers or articles in the online Resource Center, as well as content for FOX Industry Insights Webinar/Teleconferences on topics such as investing, technology and risk
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Peer Exchange

  • Invitation to attend the annual FOX Fall Forum during the all-member days

  • Networking opportunities at the FOX Fall Forum and other international member events

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