The FOX Trusted Advisor Center
FOX Advisor Councils provide a rich peer environment where you will work with non-competing advisors to grow your business.
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- FOX offers four Advisor Councils: the FOX Thought Leaders Council, the FOX Multi-Family Office Council, the FOX Integrated Wealth Advisor Council, and the FOX Client Experience Council.
- Council membership gives you access to custom FOX research for your Council, other really smart peers to work with, and a FOX developed, but member guided, curriculum.
- Learn not just what is on the mind of wealth families but how to position your firm to smartly apply those insights.
- Council membership positions your firm as a serious, knowledgeable resource in the ultra-wealth market.
Belonging to FOX gives you unique insights into this exceptional market segment and specific ways to expand your business.
FOX does not promise you direct introductions to potential new clients, but FOX will give you a thought leading perspective and connections to other advisors for productive mutual referrals.
The benefits of membership are delivered through 'PEAK':
Council Membership
Core Membership
- Peer Community— you can get answers, suggestions, and recommendations from other advisors 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, regional Wealth Advisor Briefings, and the annual FOX Wealth Advisor Forum.
- Advice—most advisor membership plans include a relationship manager as your point person at FOX who can share solutions and resources, and arrange introductions to other experts, 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.
- Positioning—Belonging to FOX indicates your commitment to serving the ultra-wealth market and continually improving your knowledge of the industry. You will be listed in the FOX Advisor Directory and be able to use the FOX Advisor Member logo on your website and marketing materials.
Consulting Services
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
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:
Wealth advisors are often looking to refine and enhance their business strategy and business model, all in the context of the firm's existing capabilities and client base as well as the competitive landscape.
FOX consulting projects include:
- Create or refine business plans for integrated wealth management focused on ultra-wealthy, multi-generational family clients
- Review and benchmark pricing, marketing, business development programs, talent/team structure, or service menu, among other considerations
- Design of an intentional client experience and advisor/client partnerships
- Define better integrated wealth management models and best practices
Watch: "The Value of
FOX Councils"
FOX Councils"