ABOUT Family Office Association
PINNACLE MEMBERSHIP

The Family Office Association’s Pinnacle SFO Membership is the 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 a select few 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.

As usual, the Family Office Association Martha’s Vineyard event was excellent, well thought out and executed. I find that Family Office Association 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.

Family Office Association Member Family

MEMBER BENEFITS

PROPRIETARY RESEARCH

EVENT INVITATIONS

SFO TOOLKIT

   Research & Podcasts

   2 Annual Family Office Association Events

   Private Dinner Invitations

   Invitations to Private Gatherings at Members’ Estates

   Invitations to our SFO Masterclasses

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

   Invitations to Family Office Association’s Small Best Practice Symposiums

   Management & Resource Council Access

   Private Online Community

   Partner Offers/Pricing

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

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

Pinnacle Family Office Association Membership for your Family and SFO is $79,020 per year.

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.

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.

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

BECOME A PINNACLE MEMBER

Pinnacle Family Office Association Membership for your Family and SFO is $79,020 per year.

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.

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 Family Office Association and contribute to the collective wisdom of our organization.

 

signature_angelo

Angelo Robles, Founder & CEO

As usual, the Family Office Association Martha’s Vineyard event was excellent, well thought out and executed. I find that Family Office Association 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.

Family Office Association Member Family

top