About Family Office Association

ABOUT FAMILY OFFICE ASSOCIATION

ABOUT US

Family Office Association is a highly selective membership and digital events organization dedicated to the multigenerational success of families, the thriving and intergenerational understanding of family members of all generations (Traditional, Boomer, NextGen, Millennial, Gen Z) and to the family offices that work with pride and distinction in supporting all five capitals (financial, human, intellectual, social, and spiritual) of the families they serve.

Family Office Association is dedicated to bringing a uniquely beneficial understanding of family and family office best practices, anchored by our proprietary research and content, and highlighted by our personal relationship with the most knowledgeable experts. We are attuned to future trends and rising generations and understand how best to help with transitions.

During COVID19 Family Office Association pivoted more quickly and better than any organization within the global family office community.  As one member stated, “Family Office Association went from hosting 12-15 events per year to over 150!” 

We are committed to hosting live digital video programming multiple times per week that feature new, interesting topics and guests. We’ve created significant proprietary content and Masterclasses during COVID19 that provide real member value. We believe the current health crisis has accelerated trends in how we interact that will remain long after the pandemic is gone.

WHAT WE OFFER

We are a membership organization offering. a variety of tools and services for our members in the family office community. Learn more about what we do by clicking a box. 

Membership Webcasts

Online events multiple times per week featuring amazing guests.

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CONSULTING SERVICES

Specialized consulting sessions for families and family offices, as well as custom solutions.

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MASTERCLASSES

Our Masterclasses are designed as intensive, immersive online experiences to train you in family office best practices. 

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PRODUCTS & TOOLS

With the help of leading experts, we continue to develop products and tools for the family office community. 

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PROPRIETARY CONTENT

Podcasts, videos, white papers, research, interviews, surveys, data, and more.

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LIVE PROGRAMMING*

Private events at elite locations like Palo Alto, Art Basal, Martha’s Vineyard, Puerto Rico and more. 

*Temporarily suspended during COVID-19

OUR HISTORY

  • 2008

    Family Office Association is Founded

    This was the time when we started our company. We had no idea how far we would go, we werenu2019t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.

  • 2017

    Effective Family Offices: Best Practices and Beyond Published

    This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.

  • 2017

    Angelo Robles Podcast Launched

    By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we werenu2019t dismissed by anyone because we could not be dismissed by anyone.

  • 2020

    Family Office Association Events Go Digital

    Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.