Workshops

Upcoming Workshops

May05

Tue

to

May06

Wed

Register

2015 Family Office Design Workshop - May 5-6

When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what will be needed. This workshop is designed to help. 
       
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Nov17

Tue

to

Nov18

Wed

Register

2015 Trustees and Beneficiaries Workshop

This day and a half workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee's responsibilities for educating and mentoring the beneficiaries.

©2015 Family Office Exchange

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