What Benefits Do Platinum Members Enjoy?

The Family Office Association’s 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 our Platinum members to ensure continuous progress and growth. Platinum members are partnered with an Account Liaison to keep you apprised of 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 creating a world-class organization.

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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

Family Office Association 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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Personal Consultations

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.

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 Platinum Membership

  • Newsletter
  • Access to all Family Office Association 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
  • Best Practice Symposiums
  • Consultations throughout the year via phone, online and email
  • Resource Council access
  • Private online community forum access
  • Partner offers/pricing
  • Dedicated, personal account liaison
  • A customized Action Plan

Family Office Best Practice Symposiums

Our Family Office Best Practice Symposiums provide a truly immersive experience to create actionable solutions for attendees. At our Symposiums, 8 to 10 Family Office Association member families are brought together for a workshop-style experience marked by in-depth conversations, round-table discussions and planning activities. The intent of a Symposium is to foster thought provoking educational experiences where the attendees uncover strengths and weaknesses in their own family office and leave with the right goals and resources to make meaningful, measurable improvements.

Read more about symposiums in Forbes Insights, What Are Single-Family Office Symposiums? 

Who Is It For?

The Family Office Association’s Platinum SFO Membership is for family members and executives at SFOs who recognize that long-term success requires continuous learning and innovation. Platinum members don’t compare their organization to other, often poorly run family offices, instead they look to corporate leaders like Google, Apple and Facebook as inspiration for achievement. We work closely with our Platinum members to provide individual analysis, attention, strategies and resources that will help turn your SFO into a world-class organization.


Why Should You Join?

Good leaders ensure that a family office supports the family, its priorities and vision. Even the best leaders can get “lost in the weeds” of running the day-to-day operations of an SFO – it’s is exhausting and time-intensive and often leaves no time for bigger goals. This is where Family Office Association comes in…we are experienced in evaluating your structure and operations to help you find misalignment and correct it.

Through our proprietary research, deep analytics, diligence and unparalleled collective network, we are able to offer the best intelligence, resources and guidance to our members. Our significant experience limits “trial and error” approaches which plague so many single family offices and lead to mediocrity and impede results. We help you get the heart of what elite successful families are doing and create strategies for executing toward that vision.

At Family Office Association we understand that there’s no “out-of-the-box” solution for creating a successful SFO. The needs of your family office depend on the family you serve, the industries in which you operate and the goals you are working toward. To help your SFO reach the next level requires careful consideration of all these factors, and that’s why we’re here.


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 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

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.

Family Office Association 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 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.

 

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Angelo J Robles, Founder & CEO

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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 single family offices from the ground up
  • Creating multi-jurisdictional SFOs
  • Family and Family Office Governance
  • New or Existing Family Office Structuring/Restructuring
  • HR the Most Underdeveloped Resource of Family Offices
  • Talent Acquisition and Compensation
  • Estate and Wealth Transfer Planning
  • Extraordinary Domestic and International Tax Planning
  • Investments / Custodial and Cash Management / IPS – Asset Allocation / Fees
  • Reporting and Account Aggregation
  • Technology and AI
  • Risk Management and Mitigation
  • Philanthropy New Theories and Impact
  • Family Lifestyle / Medical Care and Elder Care Management

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

 

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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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.

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