FAMILY & SFO MEMBERSHIP OPPORTUNITIES

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.

PREMIUM MEMBER

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, resources, best practices and national programming that will allow you to turn your SFO into a world-class organization.

BENEFITS

   Family Office Association Research & Extensive Content Library

   SFO Toolkit Resources

   Invitations for 2 Annual Family Office Association Events

   Invitations for Select Dinner Programs Throughout the Year

   Access to Family Office Association Management for Networking Connections

   Invitation to Family Office Association Purchasing Collective for access and discounts on concierge services, travel, aviation and other services

$9,000/YR

PLATINUM MEMBER

Platinum SFO Membership is the ultimate relationship that will help you create a successful, results-driven and sustainable single family office. We work closely with Platinum members to ensure continuous progress and growth. Platinum members are partnered with an Account Liaison to help address challenges or issues you may be facing. Truly a concierge-level service for single family offices that are interested in creating a world-class organization.

BENEFITS

   All Premium Member Benefits, plus

   Invitations to Private Gatherings at Members’ Estates

   Invitations to our Small Best Practices Symposiums

   Invitations to our Masterclasses for SFOs

$20,520/YR

PINNACLE MEMBER

Family Office Association accepts a limited number of Pinnacle SFO Memberships. Pinnacle is our highest level relationship that will help you maintain and adapt as a successful, results-driven and future-focused single family office. We work closely with our Pinnacle members to ensure continuous progress and growth. Pinnacle members are partnered with Family Office Association Founder Angelo Robles to keep you apprised of (and initiate) new Family Office Association research and events, and also to stay abreast of any challenges or issues you may be facing. Truly a concierge-level service for single family offices that are interested in maintaining and adapting into a world-class future focused organization.

BENEFITS

   All Platinum Member Benefits, plus

   One-on-one 2-day workshop with Family Office Association

   Exclusive 2-day Pinnacle Member Retreat at World-class Spa

   Access to Family Office Association Direct Deal Scorecard for up to 3 buyout and/or equity-based transactions

$79,020/YR

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