Types of Membership v2

PFAC offers membership opportunities for fiduciaries as well as businesses supporting the fiduciary community.

Fiduciary Memberships

  • Associate Membership
    The Associate Membership is designed for the new fiduciary starting their professional practice. Associate Members can be licensed or non-licensed, working under the license of a practicing professional fiduciary or attorney. Associate Members must belong to PFAC for five years before becoming a General Member. The annual membership fee is $275.
  • Associate to General Membership
    Associate Members who wish to transition to become General Members must be licensed professional fiduciaries with two or more non-family clients. The annual membership fee is $350.
  • General Membership
    General Members must be licensed professional fiduciaries with two or more non-family clients. The annual membership fee is $350.
  • Charter Membership
    PFAC’s Charter Membership is exclusively for General Members who were founding members of the organization. There is no annual fee for the Charter Membership.
  • Emeritus Membership
    Retired General Members who have been recognized for their outstanding contribution to PFAC may be granted a lifetime Emeritus status. There is no annual fee for the Emeritus Membership.

Service Provider Memberships

  • Affiliate Membership
    The Affiliate Membership is designed for professional service providers to the fiduciary industry. This membership is designed for either an individual person or a business. The annual membership fee is $250.
  • Affiliate Corporate Membership
    PFAC’s Affiliate Corporate Membership is designed for professional service providers to the fiduciary industry. This membership belongs to the corporation and includes multiple and changeable individuals representatives. The annual membership fee is $500 for up to three individuals.

Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.


The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website

 

Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives