About Family Office Institute | Family Office Institute

Why Should you Join Family Office Institute?

It’s Simple: Better Knowledge. Better Decisions. Better Results.

Members: Any organizations or individuals that are in the business of managing and preserving wealth capital are welcome to join the Family Office Institute as members.

This would include Registered Investment Advisors, Estate Attorneys, CFAs, CPAs, CFPs, CLUs, Investment Bankers, Insurance Advisors, Trust Officers, and other financial professionals. As members, you will be provided the best in education and training regarding the myriad areas of practice management, including thorough due diligence analysis. Through our newsletters, regularly-scheduled conferences, continuing education, and lively meetings, all members will enhance their skills to keep you on top of your profession.

FOI Partners:

The founders of FOI collectively bring together 80 plus years of expertise in areas of wealth management, wealth education and wealth preservation. The founders have both academic and professional experience in the key areas of wealth management and preservation.

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About Family Office Institute

Mission Statement

The Family Office Institute (FOI™) is an organization comprised of family offices and other financial professionals seeking to enhance their knowledge base as well as a means to promote networking amongst their peers. As the premier organization focusing on the education and training of Family Office Practitioners, FOI™ sets the standard in technical proficiency, ethics and due diligence. Through its events, continuing education, newsletters, and the Chartered Family Office Specialist (CFOS™) certification examination, the FOI™ promotes the general advancement and creates the gold standard for all family office professionals and other financial professionals.

Objectives of the Family Office Institute (FOI™)

As a division of the Florida Institute of Finance – a finance training and education company – the paramount goal of the FOI™ is to provide you with the technical training and resources to effectively manage your family office. To reach these objectives, the CFOS™ training in finance will be universal in outlook to represent the international scope of the organization and will be focusing on areas such as finance, economics, due diligence, accounting and other related fields. Through effective training sessions and events, professionals in all areas of financial planning and wealth management will gain the latest in techniques regarding:

Investments and Performance Measurements
Financial Planning and Asset Allocation
Estate Planning
Taxation
Insurance Analysis
Banking and Trust Administration
Management Selection and Oversight
Business Consulting
Real Estate Management
Due Diligence
Anti-Money Laundering (AML)

Welcome to the Family Office Institute

Why Should you Join Family Office Institute?

It’s Simple: Better Knowledge. Better Decisions. Better Results.

FOI Partners:

Mission Statement

Objectives of the Family Office Institute (FOI™)