Belonging to FOX helps answer your questions and provides guidance for improving the operation of your family office. The benefits are delivered through 'PEAK':
Council Membership
Core Membership
Peer Community— You can get answers, suggestions, and recommendations from people who have experienced the issues you are dealing with--in person at FOX events and online through our 24/7 FOXChat™ online discussion board.
Education—FOX can keep you up to date through bi-weekly webinars, regularly scheduled workshops, and our forums.
Advice—You will have a relationship manager as your point person at FOX who has worked with dozens of families and can share solutions and resources, and arrange introductions, as appropriate.
Knowledge—FOX is unique in that over the last 30 years, we have documented the best practices of hundreds of FOX members and have collected them into key documents that are available on our online Knowledge Center.
Families forming a family office as well as families who have an established family office often desire to enhance strategic and operational considerations and improve alignment with the family’s objectives and needs.
FOX consulting projects include:
A Council is the best way to get the most out of FOX. The network is invaluable. This is a place to find transparency in an otherwise opaque field.- FOX Member
What a remarkable resource you have built! We clearly would not have the impact we make each day without your assistance.- FOX Member
Family office design including definition of mission, ownership, costs, services, talent and team structure, oversight and other critical elements for success
Review of an existing family office including all operational aspects, with reference to peer benchmarking and best practices, and any necessary strategic adjustments
Enhancement of the special role of the family office in the broader family enterprise
Transition of the family office out of the operating company to a standalone entity
Thank you for the work you did to help us accomplish this daunting task. I have learned so much in the process – much more than I had imagined... You outlined the course of action, and it worked.- FOX Consulting Client