Society of Family Offices (SFO) is established as a platform to provide proprietary access to critical knowledge about managing wealth, sustaining family legacy and operating family offices.
This can be done through continuing education and training, networking, experience sharing and advisory engagement among members - across a sophisticated, global network.
Wealth is always referred to as NETWORTH rather than NETWEALTH. The wealth of a person or a family should inextricably be tied to his or her sense of worth. Worth denotes a holistic view of life, with all the Values, Vision, Philosophy and Wisdom that comes... Read More ยป
Chartered Family Office Specialist (CFOS) - SFO, in partnership with Stamford Wealth Academy and Family Office Institute, is pleased to bring the prestigious Chartered Family Office Specialist (CFOS) program to Asia. Our goal is to enhance the knowledge base needed for family office owners and practitioners to successfully manage and operate a family office. The Chartered Family Office Specialist (CFOS) credential represents the knowledge necessary to effectively communicate with numerous specialists in allied disciplines such as finance, law, accounting and insurance to name just a few. The CFOS designation distinguishes its Charterholders as it represents the standard for family offices.
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