About The Workshop

This workshop is designed to help both trustees and beneficiaries to be better prepared, more effective, and more aligned. Participants will explore the roles, risks, and responsibilities on both sides of the relationship, making joint attendance especially valuable.

This program is one of the few places where trustees and beneficiaries receive high‑quality, objective, and non‑commercial training designed to help them fulfill their roles with clarity and confidence.

WHO SHOULD ATTEND

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

Exclusively for FOX Family Office members and qualified non-members.

WORKSHOP DETAILS

September 30 - October 1
Virtual Program

Up to 10 CPE credits can be earned by attending this event (final CPE credits number will be based upon actual agenda).