We are excited to announce the inaugural edition of our Emerging Family Office Advisors Cohort – an annual initiative designed to provide professionals and service providers with specialized guidance on advising and managing family offices effectively.
This program will bring together top-tier advisors and Single & Multi-Family Office thought leaders on one platform to help wealth advisors, legal professionals, tax experts, and investment consultants navigate key aspects of family office advisory, including governance, compliance, investment structuring, risk management, and operational efficiency.
Through this initiative, we aspire to leverage the expertise of our corporate members and cohort partners to mentor the next generation of family office advisors, fostering a stronger and more sophisticated family office ecosystem.
Wealth advisors, investment consultants, tax & legal professionals, trustees, and service providers who are looking to enhance their expertise in advising Family Offices and seeking the right guidance and access to the best industry networks.
Build your Family Office advisory practice using a structured approach and key insights provided by Cohort Partners, along with mutual support from peer professionals and industry leaders.
This program serves as both an academic and experiential learning initiative, equipping participants with the technical, regulatory, tax, legal, compliance, and business skills necessary to advise and manage Single & Multi-Family Offices effectively.
Gain exclusive knowledge from leading family office specialists through tailored workshops, interactive discussions, and personalized mentorship on legal, tax, compliance, governance, and investment strategies.
Connect with Equalifi’s Corporate Partners, Family Office Advisors, and top-tier wealth managers to establish meaningful relationships with family offices and ultra-high-net-worth individuals (UHNWIs).
Learn from experienced Single and Multi-Family Office executives through real-world case studies, best practices, and actionable insights to elevate your advisory expertise.
Strengthen your advisory practice by leveraging direct engagement with key decision-makers, high-value clientele, and thought leadership opportunities in the family office ecosystem.
Benefit from an immersive, customized program that combines virtual and in-person learning, covering technical, regulatory, tax, and wealth structuring aspects critical for family office advisory.
Position yourself as a top-tier family office advisor by gaining credibility through Equalifi’s ecosystem, collaborating with elite service providers, and unlocking new business opportunities globally.
If you’re interested in learning more about the Cohort or would like to join in as a Cohort Partner, please reach out to us on team@equalifi.org.
