What Benefits Do Premium Members Enjoy?

Premium Members will enjoy the collective wisdom of our global organization, comprised of leading families and their single family offices. We strive to provide our members with the knowledge, opportunities, private network and intimate events that will allow you to turn your SFO into a world-class organization. Premium members pay $9,000 for an annual membership.

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Proprietary Research & Best Practices

Premium Members have full access to our Knowledge Center Library with industry-leading white papers, proprietary research reports, audio podcasts and in-depth question & answer series. In addition to the online library, you will also have access to our best practices toolkits, guides, webinars and special symposiums.

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Events

FOA hosts two Seasonal Summits, two Investment Forums, and two Family Retreats each year in five star locations throughout the US including Martha’s Vineyard, Greenwich CT, New York City, Miami, Palm Beach, San Francisco and Napa Valley. As a Premium Member you will receive two invitations to each of these intimate events where you will enjoy intellectual programming as well as social activities.

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Consultations & Resource Council

Our goal is to help our member families succeed. As a Premium Member you will have access to private consultations via phone, email and online. Our experienced management team and your account manager will work to help understand the issues that you’re currently facing and help connect you with the right resources to solve your problem. You will also have access to the FOA Resource Council and Advisory Board.

Who Is It For?

FOA Premium Membership is limited to qualifying families and their single family offices who are interested in learning about industry trends and opportunities, improving their organization and creating a network of peers.

FOA is a leading expert in Single Family Office Best Practices that will help you implement efficient and proven practices in your organization. In addition to our best practices research, white papers, checklists, worksheets and symposiums, Premium Members also have access to our network of experts for guidance in this area.

We encourage multi-generational participation in FOA events, enabling you to engage the younger members of your family, get them interested and involved. We tap into trending opportunities, like startups and philanthropy to appeal to every generation.

We take member privacy very seriously and will not sell or share your information with third-parties. We carefully screen our corporate partners and guest speakers to ensure that we present only the best opportunities to our member families.


Apply for Membership

If you think Family Office Association is a good fit for your family and family office please fill our our interest application below, or call (203) 570-2898.

Apply for Membership


Included in Premium Membership

  • Newsletter
  • Access to all FOA proprietary content (audio podcasts, video, research, white papers)
  • 2 Invitations to two Family Retreats
  • 2 Invitations to two Global Summits
  • 2 Invitations to two Investment Forums
  • Private dinner invitations throughout the year
  • Consultations throughout the year via phone, online and email
  • Resource Council access
  • Private online community forum access
  • Partner offers/pricing
  • Assigned FOA Liaison

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About Family Office Association

FOA 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. FOA has the resources to solve families’ most trying challenges and help achieve collective goals: to invest intelligently, give strategically, and learn exponentially.

Family Office Association strives to provide our members with the knowledge, opportunities, private network and intimate events that will allow you to turn your SFO into a world-class organization. We are a truly engaged organization, working intimately with our members to meet their individual needs.

Apply for Membership

If you think Family Office Association is a good fit for your family and family office please fill our our interest application below, or call (203) 570-2898.

Apply for Membership


What Our Members Say

 

You seem to have cracked a code that others have tried and failed. My daughters hate events but now want to come to know what I do and to learn about causes to invest their time and money into.

Family Matriarch

As usual, the FOA Martha’s Vineyard event was excellent, well thought out and executed. I find that FOA is the best venue to meet people who are truly relevant in the business world today. You think of everything to the last detail. Thank you.

FOA Member Family

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.

FOA Member Family

The Jeffersonian-style dinner was an incredible out of body experience. Typically it takes a week of long nights around a campfire to become so close with other people. I’ve never experienced anything like it.

Member SFO Executive


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 FOA 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, FOA 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. FOA 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. FOA 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.

To us, the growth of Family Office Association tells the whole story. Beginning as a Greenwich-based group of fifteen families, we are now proud to include hundreds of global members. As our membership has multiplied, so has the breadth of member-driven content. As always, we’re devoted to the service and privacy of our members.

If your goals align with our services, I encourage you to apply to FOA and contribute to the collective wisdom of our organization.

 

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Angelo J Robles, Founder & CEO

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About Family Office Association

Much of the strength within FOA 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 FOA’s capabilities and expansive global reach, our dedicated members return year-after-year, looking to the FOA 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.

FOA 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 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

Note: All premium members must be pre-approved by FOA before admittance into our member organization.

 

Annual FOA Events

We challenge you to set side your preconceived notions about industry events. Our private events are designed with efficiency in mind. FOA creates an intimate atmosphere to allow rich mind-share and goal achievement. Whether you’re attending one of our roundtables or social activities, you will find FOA events meaningful.

A carefully crafted balance of programing and social activities, each of our gatherings enables you to participate and make the most that you can of our speakers, including follow up with business, political, academic, and celebrity leaders.

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Seasonal Summits

These daylong enclaves are among the most ambitious, best-attended programs in the community. World-renowned speakers blend investment insight and thought leadership on the most relevant topics of the day to provide invaluable advice in a grand setting.

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Investment Forums

Engage your fellow members at two annual investment forums that explore the best opportunities in investing: hedge funds, private equity, real estate, co-investing, directs, crowd-funding, venture and startups/seeding. Attendees come eager to listen, learn and make new connections.

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Family Retreats

Our multi-day family retreats bridge the generational gap and create a relaxed and fun atmosphere for building relationships. Is there a better way to bond with families and single family offices than playing golf in Miami, tasting wine in Napa Valley or sailing off of Martha’s Vineyard?

Apply for Membership

If you think Family Office Association is a good fit for your family and family office please fill our our interest application below, or call (203) 570-2898.

Apply for Membership

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