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Family Office Exchange adds new topics for beneficiaries at FOX Trustees & Beneficiaries Workshop in June


Family Office Exchange (FOX), a membership organisation of enterprise families and their key advisors, has announced the agenda for its 2016 FOX Trustees & Beneficiaries Workshop, June 22-23 in New York City. 

The 2016 edition of this popular two-day workshop features a new focus on the roles and responsibilities of beneficiaries in the critical trustee-beneficiary relationship, in addition to an in-depth look at the duties of a trustee.

“The FOX Trustees & Beneficiaries Workshop is a unique training opportunity that’s designed to help trustees and beneficiaries be more confident, better prepared, and develop a stronger relationship,” says Mariann Mihailidis (pictured), Managing Director at Family Office Exchange. “The workshop covers all the roles, risks and responsibilities of both trustees and beneficiaries, so all trustees and beneficiaries are strongly encouraged to attend.”

Additions to this Workshop include: Beneficiaries, Trustees, Risk, Investment, and Relationships.

“We may not offer this workshop annually moving forward, as we have to make room for other subjects in our Workshop series, so if you are a trustee or trust beneficiary, now is the time to take advantage of this unique and fundamental learning opportunity,” says Mihailidis. “Even if you have attended the Workshop before, this year's expanded and updated agenda makes it well worth your while to attend again.

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