Once a candidate has pass our CFOS certification program they will be able to be a member of SFO ( Society of Family Offices ) at a concessionary rate.
Once you become a SFO member, you will have access to a personal SFO relationship manager that can help you navigate through the many services available to meet your specific needs. Your relationship manager can tap into SFO’s expert team of resources to provide the solution that’s right for you.
SFO’s long history and depth of wealth management knowledge serves as a vibrant source to:
SFO research includes case studies, quantitative analysis, tools and templates changes in the marketplace that help members resolve challenges. SFO also identifies and develops leading industry practices through research, interviews and assessment of the most progressive solutions available in the marketplace.
You have a variety of opportunities to network with fellow peers, or direct introductions facilitated by the SFO team. Membership offerings are also available for customized networking groups such as Multi-generational families, multi-family offices, Next Generation, Global families and more.
Educational opportunities are available through conferences, small group discussions, webinars and extensive 4-day program.
SFO’s research and relationship management teams provide consultation and advice on specific member issues as well as referrals to “closest peers” for further consultation. Consulting is available for members looking for customized solutions to strategic or transitional issues for a project-based fee.