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MFO Standards

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Upcoming Events

CXM Leader Roundtable Meeting
January 22

Leader Roundtables bring together family wealth executives in a long-term curated peer group.
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Young Professionals Network Workshop: Q1
February 6

YPN gathers rising stars under 40 from FWA member firms for professional development and networking. Read More

Latest Library

FWA Talks: Between Now and Sunset: Tax Planning and the Expiring Provisions under the 2017 Tax Cuts and Jobs Act
November 15, 2024

This presentation will review the “sunset” of the Act’s provisions impacting gift & estate tax plan Read More
Building a Strategy for Organic Growth
November 15, 2024

Hear from a panel of leaders who have established a culture of sales and referrals at their firms. Read More

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