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connecting professionals who serve family offices

We enhance the professional skills and knowledge of our members who serve families and family offices by providing education through conferences, support and the exchange of ideas and best practices to help members render the highest level of service to their employers and clients. 

Our MISSION

We enhance the professional skills and knowledge of our members who serve families and family offices. We provide education through conferences, support and the exchange of ideas. We offer our members a means to develop best practices in order to render the highest level of service to their employers and clients.

be A GUEST SPEAKER

Offer your insights and expertise to our members at one of our events

throughout the United States.

MEMBERS only

Current members may access this portal for member list, prior meeting agendas, future meeting dates and special offers. 

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