Belonging to FOX helps answer your questions and provides guidance for improving the investment 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. The FOX Private Investor Center Core Membership includes admission to both the Spring and Fall FOX Global Investment Forum.
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 in our online Knowledge Center.
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
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
Submit this form to request more information and begin the application process:
Many families are interested in better defining their objectives, processes, or infrastructure to improve their investment programs.
FOX Consulting investing projects include:
Articulation of comprehensive investment policy statements and structures for decision-making (whether building an internal family office team, hiring third party advisors, or a combination thereof
Creation or refinement of traditional diversified portfolios designed for wealth preservation or wealth creation strategies (including direct investment programs and other strategies)
Best practices informing a family’s investment program
Due diligence and selection of a strategic investment advisor