The Family Office Institute (FOI) is an organization comprised of family offices, financial advisory institutions, wealth managers and other financial professionals seeking to enhance their knowledge base, and to promote networking among their peers.


FOI is the standard bearer for Financial due diligence training. FOI, through its events, continuing education, newsletters, and the Chartered Family Office Specialist (CFOS) certification examination, promotes the general advancement of family offices and other professional financial advisors.

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