Payment, Cancellation, and Deferral
|What is included in the Program Fee?
|Online Programs includes program materials. On Site Program fee most meals, and all program materials. Changes may apply to different programs onsite programs.
|When is payment due?
|Payment is due within 30 days of the invoice date, or upon receipt of the invoice if admission is within 30 days prior to the start of the program.
|What types of payments are accepted?
|Payment can be made by company check, electronic bank wire transfer, or credit card (Visa, MasterCard). Detailed information regarding payment will be included with your invoice.
|What is youir cancellation policy?
|Cancellations must be submitted in writing more than 30 days before the program start date to receive a full refund. Due to program demand, cancellations received 15 to 30 days before the program start date are subject to a fee of 50 percent of the program fee. Requests for cancellation received within 14 days of the program start date are subject to full payment of the program fee.
|What is your deferal policy?
|Deferrals must be submitted in writing more than 30 days before the program start date. Due to program demand and the volume of program preparation, deferrals received 15 to 30 days before the program start date can defer to the next program at the same price, or participant may pay any difference in programs that are more expensive.
|Is financial aid available?
|No. Financial assistance is not available for Institute Education programs.
|How do I apply to a program?
|Each FOREI program has its own set of admissions criteria. A general overview of the admission requirements is available. In order to apply to a program, you’ll need to submit an online application.
To learn more, contact Admissions at:
|What programs require a letter of reference?
|Currently no programs require a letter of reference as part of the application process:
|Is there an application fee?
|There is no fee for applying to an FOREI program.
|What are your admission requirements?
|To ensure a rich learning experience for all participants, admission to Institute programs is selective and based on whether you are a Family Office, Family Member, Family Office Executive or Industry Professional. Our objective is to have 70-80% of the classes made up of Family Offices, Family Member, or Family Office Executives. For most programs, proficiency in written English is required, and participants must be fluent in the English language to take an active part in fast-moving discussions.
For each program, we carefully select a cross-section of family offices, family members, family office executives and industry professionals who have different backgrounds and experiences. This diversity enables participants to enhance their understanding and learning by leveraging the experience of their peers and acquiring a new level of cultural sensitivity.
|Are the programs open to participants from outside the US?
|Yes. FOREI participants can attend from anywhere in the world.
|How long does it take to process my application?
|Depends on the program, however for programs that require admissions committee approvals, the admissions committee meets bi-monthly and admits qualified candidates on a rolling, space-available basis. Early application is strongly encouraged.
|How do I check the status of my application?
|To check the status of a current application, please contact us by email: firstname.lastname@example.org or by phone at: (720) 722-5542
|When will I receive the program schedule?
|Approximately three weeks prior to the start of the program, you will receive a packet of preliminary information, including a detailed schedule, case readings, and assignments for the first few days of the program.
|If I am accepted into a program, can I apply again for a future session?
|Yes. Admission to FOREI programs class size is tightly controlled. If a program is full then we encourage you to apply to future programs.