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To view Video 4: Mission please register as a Digital Member of FOA. As a digital member you will receive access to all our proprietary materials (white papers, audio podcasts, videos, research and more), access to the FOA help desk expert network, the FOA Resource Council tools and resources, use of the official FOA Member badge for your website and more!

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Successful Families and Mission


In the fourth video of the Successful Families Video Series expert panelists discuss the importance of mission. How do you create a mission? Should you put it in writing? How does it change over time?

Don’t forget to join the conversation! We’d love to hear your thoughts about mission within successful families either in the comments section below or via Twitter.



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Patricia Angus

Angus Advisory Group

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Dennis T. Jaffe, PhD

Wise Counsel Research

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Myra Salzer

The Wealth Conservatory




About the FOA Successful Families Video Series

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 in their single family offices 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.

The Successful Families Video Series was the natural next step – to begin to capture the knowledge and expertise of our community of single family offices for those who aren’t able to attend our live events. We were privileged to be joined by a truly impressive group of panelists, each an expert in their field. The open panel format enabled discussions and back-and-forth that we believe created rich conversations. We hope that the #FOASFVS serves to spark conversations among our members and the SFO community at large.

Read more about the Successful Families Video Project here. 

About the Family Office Association

At Family Office Association 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. We have recently expanded the scope of our community by offering more of our resources online. Learn more about digital membership here. 

Share this Video

There truly is power in community. Share this video with your community. What do you think the importance of a sense of purpose is?  Join the discussion on Twitter with #FOASFVP.