Family Office Association White Papers

7-Day Free Trial

Our SFO resources and proprietary research are the best in the industry – find out for yourself.

Start Your Free Trial

About Family Office Association

Family Office Association is a global membership community of successful families and their single family offices (SFOs). We are committed to creating value for each family we serve; value that enhances wealth, strengthens legacy, and unites multiple generations across business, investment, and shared interests and passions. Family Office Association has the resources to solve families’ most trying challenges and help achieve collective goals: to invest intelligently, give strategically, and learn exponentially.

Digital Membership Benefits

  • Access to all Family Office Association proprietary content (audio podcasts, video, research, white papers)
  • Access to Family Office Association Help Desk expert network
  • Access to the Family Office Association Resource Council tools and resources
  • Add “Member of Family Office Association” badge to your website
  • And much more!

 

A Letter from our CEO

As someone working with ultra-high net worth families, I saw first hand a “silo effect,” where families of great wealth were continuously struggling with the same problems as their peers. There was a reluctance to openly share knowledge, best practices and solutions for fear of compromised privacy. In 2008, I founded Family Office Association to create an exclusive and highly private community where we could harness the collective knowledge of member families to help overcome these challenges. Now, eight years later, Family Office Association has fostered one of the most prominent, beneficial, private membership groups of prosperous families in the world.

We are committed to creating value for each family we serve; value that enhances wealth, strengthens legacy, and unites multiple generations across business, investment, and shared interests and passions. Family Office Association has the resources to solve families’ most trying challenges and help achieve collective goals: to invest intelligently, give strategically, and learn exponentially.

Our member families enjoy the benefits of education, proprietary content, exclusive forums and access to influential leaders and speakers across relevant industries. Family Office Association provides the tools necessary to organize, multiply, and distribute family wealth, to the advantage of current and future generations. We have assembled a respected community of well-positioned specialists to address the array of member needs with expediency, precision, and conviction.

We are proud to announce our new Digital Membership, offering you access to our industry-leading content. We are so sure you’ll find value in our resources we offer a 7-day free trial.

 

signature_angelo

Angelo J Robles, Founder & CEO

The Family Office Association Help Desk

Get custom solutions, personal advice and connections to expert solutions with the Family Office Association Help Desk via an old fashioned phone call. All our Premium Members have continuous access to the Family Office Association leadership team. Founder and CEO, Angelo J Robles and President, Ryan Ansin are here to support you as you navigate the waters of creating and managing a single family office.

Both knowledgable in his own right, Angelo and Ryan will listen to your challenges, provide insight and make connections to the right resources to uncover solutions. Our members cite the Family Office Association Help Desk as one of the top benefits of the Family Office Association community – convenient voice communication. We hope you take advantage of it!

Image description

About Family Office Association

Much of the strength within Family Office Association derives from the opportunity to listen to the top professionals and thought leaders across all disciplines (on topics requested by our members), but also the access to those leaders in intimate, face-to-face settings that even the wealthiest in the country can find difficult to arrange. This enriching interaction combined with diverse content, activities, and programming yields the optimal balance for enhancing and nurturing successful families.

A testament to the ever-evolving nature of Family Office Association’s capabilities and expansive global reach, our dedicated members return year-after-year, looking to the Family Office Association leadership and fellow members alike to solve the pressing issues present in their lives. Our level of service is truly unparalleled at a near zero cost-basis.

 

Family Office Association Provides Tools Around:

  • Access to direct investments – namely in real estate, education, health and wellness, Cuba, vertical farming, bio-tech, fashion, media, marijuana, technology, and more
  • Repatriating capital from around the world
  • Leveraging big-data and artificial intelligence to revolutionize a family business
  • Creating multiple single family offices from the ground up
  • Creating multi-jurisdictional SFOs
  • Managing the transfers of a multi-hundred million estates to next generation family members

 

Family Office Association Digital Membership

We invite you to become an Family Office Association Digital Member with a 7-day free trial. You’ll get access to our resources and industry-leading materials and all the benefits listed above. After the trial period the monthly fee for Digital Membership is $170.

Start Your Free 7-Day Trial

 

top