Family Member & Single Family Office Executives
MEMBERSHIP OPPORTUNITIES

Welcome to this private organization dedicated to successful individuals, families and their single family offices. We create value that grows wealth, strengthens legacy, and unites multiple generations through shared interests and passions.

Join an exclusive community among the world’s most prosperous families. The Family Office Association is where successful families connect and share within a community that is as extraordinary as they are. Here you will be able to turn to peers for the specialized expertise and resources specific to wealthy families and single family offices. It is these connections, together with proprietary research, practical tools and methodologies, and access to top experts and thought leaders, that have made the Family Office Association so valued by its members.

INSIGHTFUL & RELEVANT EVENTS

Relationships are at the heart of the Family Office Association. Our events create face-to-face opportunities to build lasting and beneficial connections. Our national summits in Miami, Boston, San Francisco, Martha’s Vineyard, Los Angeles and New York blend world-renowned speakers with investment insight, thought leadership on timely issues.

FAMILY & SFO PRIVATE GATHERINGS

Connecting with other families and other family office executives is essential to our members. That is why we have added family retreats and symposiums, intimate roundtables, and member-hosted gatherings in private homes to our calendar. Whether it is a topic-focused lunch roundtable for eight to fifteen families, a symposium in a member’s home, or a family office masterclass, these events are where peers can candidly share with peers in a sheltered, distraction-free environment.

LEGACY MAGAZINE

Legacy is the flagship magazine that covers the topics most critical to family offices and wealthy families. It includes coverage of our national meetings, family symposiums, and topic roundtables, along with thought leadership from other families, family office experts and relevant, vetted content from the Resource Council.

THOUGHT LEADERSHIP

Membership gives you access to thought leadership and original proprietary research on vital topics, cutting-edge family-office focused management advice, insight into key trends, and new opportunities and approaches for investing.

• Exclusive research on single family offices and successful families including best practices and real results

• White papers on timely topics by noted authorities

• Regular audio podcasts with industry leaders

• Proprietary investment data and statistics

FAMILY OFFICE TOOLKITS

Our families share expertise best practices at our events and directly with each other. We work to capture that expertise in practical family office toolkits that we publish regularly. Toolkits Include:

• Starting and restructuring guidance, tips and cautions

• Vision and mission templates

• Family constitution

• Board and committee charters and bylaws

• Working agreements

• Investment policies

• Next generation planning

BECOMING A MEMBER

Our organization puts an emphasis on the personal connection among family offices, as well as resources. Friendships, business connections and shared expertise are what make the Family Office Association unique, and why we are careful to build our membership by personal introductions and referrals. Qualified prospects are invited to join at one of three levels best suited to their needs. Dues are paid by credit card monthly or annually in advance at a discount. Members may cancel at any time during the year.

BASIC MEMBERSHIP

BENEFITS

  Invitations to national events (traditionally: Miami, Boston, San Francisco, Martha’s Vineyard, Los Angeles and New York City) 

   Online access to thought leadership, proprietary research, white papers, insights and best practices

$458 monthly dues automatic credit card billing, $4,950 if paid annually in advance

PREMIUM MEMBERSHIP

BENEFITS

   All benefits of Basic Membership

   Invitations to all the family/SFO only events: symposiums, roundtables, lunches, master classes, and gatherings in private homes

   Access to toolkits

$750 monthly dues automatic credit card billing, $8,100 if paid annually in advance

PLATINUM MEMBERSHIP

BENEFITS

   All benefits of Premium Membership

   Bespoke event developed and planned in coordination with your family around your specific needs, whether you are looking for other families to co-invest, or you have niche family needs. We work with you to develop a program, plan the meeting, provide needed expertise, invite other interested families and handle all the logistics.

   Membership on a programming planning committee to have a voice in upcoming events and review location, logistics, speakers, and to include your own networks of contacts. We also have positions on various topic committees for members wishing to share a specific area expertise or interest

   Preferred advertising rates in Legacy magazine, the official full color glossy magazine of the Family Office Association: 15% off published rates for full page ads:

  • 1x: $8,500
  • 4x: $7,500

$2,083 monthly dues automatic credit card billing, $22,500 if paid annually in advance

We also work with individuals and families in a custom consulting capacity to provide services specific to current needs, whether it is assisting in setting up a new office or helping with family dynamics and confidential issues. Pricing starts at $70,000 and is available upon request.

Family Office Association Family and SFO membership require pre-approval before event invitations are distributed. If you do not qualify for membership we will notify you after you submit your application and payment. Not a qualifying family or SFO? Click here for information about corporate partnerships or Knowledge Center subscriptions.

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