Fox Fall Forum October 21-23, Chicago, IL

The FOX Fall Forum will be held on October 21-23, 2015 at the JW Marriott in Chicago, IL. This particular event brings together family office executives, family members, and leading advisors serving the ultra-wealthy community to discuss topics that are critical to...

AFHE 2015 Summer Conference

Our Director of Business Development, Dave Riebe, will be attending the Attorneys for Family-Held Enterprises (“AFHE”) Summer Conference on June 17, 2015. Click the following link for the meeting agenda:  05.26.15 Summer Conference Meeting Agenda. AFHE is...

6th Annual STEP Miami Summit

Commonwealth Trust Company is a proud sponsor of the 6th Annual STEP Miami Summit which is being held in Miami Florida later this week at The Conrad Miami Hotel (May 28-29, 2015).  We encourage you to attend the programs and network with our Director of Business...