A Global Membership Community

Family Office Association is the leading community for successful families and their single family offices.

We are committed to creating value for each family that we serve; value that enhances wealth, strengthens legacy, and unites multiple generations by speaking to shared interests and passions. Family Office Association has the resources to solve your most difficult challenges and help achieve your collective goals: in invest intelligently, give strategically, and learn constantly.

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World-Class Speakers & Authors

Family Office Association attracts the best and the brightest from across industries to speak at our events, participate in our audio podcasts and write authoritative white papers, exclusively available to our members.

 

agassi
saujani
mcclure
kuraishi
jones
khan
barber
milken
pitt
zell
pallotta
rosplock


 

“I have been meaning to tell you how much I appreciated your invitation to the Family Office Association event at the Westchester Country Club. I have attended only a small number of family office specific events but many, many events for service providers from my days as a Morgan Stanley advisor. Your event, the openness of the attendees, the dearth of salesmen, and the quality of the presentations was so far superior to anything I have experienced before.

SFO Executive/ Connecticut


About Family Office Association 

Family Office Association (Family Office Association) is a global membership community of successful families and single family offices. We are committed to creating value for each family/SFO that we serve; value that enhances wealth, strengthens legacy, and unites multiple generations by speaking to shared interests and passions. Family Office Association provides the resources to solve your most difficult challenges and help you achieve your collective goals: to invest intelligently, give strategically, and learn exponentially.

Family Office Association is the community leader in serving all the key imperatives for successful families, respecting your privacy but enabling an intimate community of global families like yours. Our organization delivers education, content and programming opportunities, proprietary research, and access to salient thought leadership that will interest all generations of your family.

In addition to the deepest and most unique content in the community, throughout the year, we host a variety of exclusive events for those qualified and accepted into our highest level of membership including seasonal summits, investment forums and family retreats, all with carefully selected speakers and presenters. In these intimate face-to-face settings you will be able to truly engage experts and get personal advice and opinions on the best way to capture opportunity.

Our content and programming led by top professionals and thought leaders across a variety of key economic, family business, philanthropic and social fields, are the best in the community. This rich and diverse content and programming offering insight with thought leadership, yields the optimal combination for enhancing and nurturing successful families.

Learn More About Membership
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Family Office Association Provides Resources on:

  • Tax Management
  • Concentration Risk
  • SFO Management & Human Allocation
  • Geopolitical & Jurisdictional Risk
  • Investment Opportunities & Management
  • Wealth Transfer, Succession Management & Estate Planning
  • Philanthropic Giving

How We Serve Our Members

Family Office Association is the community leader in serving all the key imperatives for ultra-high net worth families. Our organization delivers private education and networking opportunities, proprietary research, and access to salient thought leadership that will interest all generations of your family.

Investment Insights

We bring you privileged investment insights delivered personally by some of the world’s top investors and thought leaders in intimate face-to-face settings. Our easy-to-use website gives you full access to our research and archives.

Thought Leadership

Family Office Association attracts speakers who are leaders in their industries with exciting ideas and often disruptive technology, providing members access to unique and non-traditional investment channels for their wealth.


Family Unity

We create opportunities that encourage cross-generational family participation for learning, volunteering and growing together. We’re devoted to help you create living legacies with your entire family.

Engaging Programming

In addition to our renowned summits, forums and retreats we also run special programming throughout the year
including intimate private events, entrepreneurship programs, SFO workshops and more.


Collective Wisdom

We draw on the collective wisdom of over 500 thriving global families of exceptional wealth. The deep relationships we form with our member families has enabled us to become the leading source of information on how to manage family wealth, culture and legacy.


 


Hugh Nguyen

“Family Office Association has established itself as THE industry standard, creating the most trusted ecosystem for private wealth principals and decision-makers. My own experience at Family Office Association programs has been unparalleled. The education and peer-to-peer learning opportunities are amazing. Angelo Robles and the Family Office Association team have remarkably curated the most knowledgeable “and often the most rarified” thought-leaders in the world, sharing expertise in a well-orchestrated community where long-term, invaluable relationships are fostered.”

Hugh Nguyen / Family Principal & CEO, ClearServe

 

Resource Council Members Include:

Is Family Office Association Membership Right for You?

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