Ethics

To download the Ethics Template please click here.  We have tried to add a few dozen video modules and several resources such as this Code of Conduct or Ethics Policy document so that this book is more of a multimedia training resource than a regular book. I hope you are enjoying it so far.

If you haven’t already we would love it if you could leave us some feedback on the book on Amazon.com: http://www.Amazon.com/The-Family-Office-Book-Ultra-Affluent/dp/1118185366/

Welcome! My name is Richard C. Wilson and I run the Family Offices Group, the #1 largest association in the family office industry with 61,000 global members. We offer networking, live training workshops, a bestselling book, a monthly newsletter, and a training / certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at Clients@FamilyOfficesGroup.com.

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The Family Offices Group was founded six years ago and since has grown to be the largest association in the industry providing training, industry reports, and services to over 1,000 family offices around the globe.

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Our team provides a family office training platform, association, monthly newsletter, and a book published by Wiley & Sons to help you and your team learn more about family office fundamentals, investment models, and best practices.

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