FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop virtually on October 1-2, 2025. This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way. 

A trusteeship is a critical, active role that has significant influence on the well-being of the beneficiary and the sustainability of the assets, businesses, or properties that are in the trust. Being appointed a trustee is a tremendous honor, but it comes with very real responsibilities and exposure to liability. But a trust is more than a legal structure or series of transactions—it sets in motion a working relationship between the trustee and beneficiary. Although trusts are a vital and prominent component of family wealth planning, it’s surprisingly hard to find training to prepare trustees and beneficiaries for their responsibilities. 

This unique workshop is designed to help trustees and beneficiaries be better prepared and develop stronger relationships. The workshop covers the roles, risks and responsibilities of both trustees and beneficiaries so both trustees and beneficiaries are strongly encouraged to attend. 

Recommended for: 

Personal trustees serving as fiduciaries for family trusts and the beneficiaries of the family trusts. 

Registering for the Program: 

Our two-day program will take place Wednesday October 1 10:00 – 4:00 p.m. and Thursday October 2 10:00 – 3:45 p.m.  All times listed are US Central. Registration for this workshop is exclusively for FOX Family Office members and qualified non-members serving as fiduciaries for family trusts and the beneficiaries of the family trusts.

Please note that a registration fee is required to attend. Additional discounts are available for multiple members of your family or office to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information. 

All registrations are subject to approval by FOX. 

If you are having trouble registering, contact us at events@familyoffice.com

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