MEMBERSHIP

JOIN THE FAMILY OFFICE ASSOCIATION

Become an active member of the most respected and active global brand in the single-family office community.

Recent worldwide health events have accelerated the inevitable digital transition and highlighted what single-family offices should have been doing all along – stress testing, adapting, becoming more digital, and anti-fragile.

At the Family Office Association, we help our member families and their single-family offices evaluate future outcomes, prepare for intergenerational necessity, understand their vulnerabilities, and become more resilient and anti-fragile in order to thrive in a crisis.”

The rules of community and global engagement as well as ‘risk-reward’ are changing rapidly, the single family office may need to radically change to stay relevant to the needs of the family members and adapt to the evolving needs of the rising generation within the family. Massive opportunity exists for those families and their single family offices that start the shift now, versus waiting. Many single family offices will find that their current playbook doesn’t work optimally anymore.

ELITE MEMBER BENEFITS

We host MULTIPLE times PER month live private Zoom video webcasts dedicated to our members, addressing the most pressing issues of today and interviewing extraordinary thought leaders.

Once per month we host our Zoom video MasterMind Series. NO guests. Simply us, you, and your family/family office peers. We share questions, answers, and best practices.

Access to our Highly acclaimed FOA Member Handbooks well over 150 pages each: ‘Sovereign Risks: Building the Moat Around the Castle’ and ‘Creating an Adaptive, Resilient, Anti-Fragile Family Office That Thrives Generationally.’

Gain access to all our written content, videos, and Masterclasses throughout the year regarding the evolution of money and what to expect as digital money takes over.

As an active global thought leader in the community producing original content, and with thousands of connections to the leading professionals in the community, we are here to serve our members and be there for you as a resource, problem solver and as a connector.

Q&A active participation with our thought leader guests on the video webcasts. You have a say! We announce you and your question (incoming via chat feature) or allow you, the participant, to directly ask.

Access to our six hour digitally recorded Masterclass on ‘Creating an Adaptive, Resilient, Anti-Fragile Family Office That Thrives Generationally.’ In addition, you have access to our private library of digitally recorded Masterclasses including ‘Family Offices 101.’
Online access to the community’s most in-depth and wide breadth resource center that gives you access to our thought leadership, proprietary research, expert advice, how-to manuals, and ready-to-use tools and templates.

A $2,500 credit on our Consultative Services. We help the world’s most successful families create modern, multi-generationally dynamic, international family offices, that are digitally savvy, identify exponential opportunities and hazards in becoming truly anti-fragile.

You may be a guest on our live member Zoom programs if you so desire.

Access to content and resources shared by experts in the 4 hours of Consulting Service of your choice.

Invitations with a guest to ALL Private Dinners/Roundtable Gatherings in NYC. Miami. CA and other destinations.

Program Benefit

Virtual Plus

Elite

Access to the FOA Member’s Only Website, Masterclasses and Best Practice Resources, Member Directory, Chat Forum, and all other resources offered to FOA members, through a password-protected login.

R
R

Unlimited email support from the FOA Concierge Team

R
R

Access to the MULTIPLE times PER month live webcasts dedicated to our members, addressing the most pressing issues of today and interviewing extraordinary thought leaders.

R
R

Option to be a guest on at least one FOA Live! Webcast

R
R

FOA Concierge support, for assistance with contact introductions, event registrations and logistics, and general support.

R
R

Invitation to FOA Members Only events held throughout the year, in locations across the country.

Invitation to Attend

Complimentary Registration for up to 4 immediate family members

VIP Registration for all FOA events, prior to event registration opening to all members.

3 Business Days

One-On-One Customized Meetings with an FOA Resource Council Member Firm (separate agreement required).

3 during a 12 month period*

Monthly investment

Annual Pricing

$4,950

$9,500

Virtual Plus

N

Access to the FOA Member’s Only Website, Masterclasses and Best Practice Resources, Member Directory, Chat Forum, and all other resources offered to FOA members, through a password-protected login

N

Unlimited email support from the FOA Concierge Team

N

Invitation to FOA Members Only events held throughout the year, in locations across the country

N

Access to the MULTIPLE times PER month live webcasts dedicated to our members, addressing the most pressing issues of today and interviewing extraordinary thought leaders

N

Option to be a guest on at least one FOA Live! Webcast

N
FOA Concierge support, for assistance with contact introductions, event registrations and logistics, and general support

$495

$4,950

Elite

N

Access to the FOA Member’s Only Website, Masterclasses and Best Practice Resources, Member Directory, Chat Forum, and all other resources offered to FOA members, through a password-protected login

N

Unlimited email support from the FOA Concierge Team

N

Invitation to FOA Members Only events held throughout the year, in locations across the country

N

Access to the MULTIPLE times PER month live webcasts dedicated to our members, addressing the most pressing issues of today and interviewing extraordinary thought leaders

N

Option to be a guest on at least one FOA Live! Webcast

N
FOA Concierge support, for assistance with contact introductions, event registrations and logistics, and general support
N

Complimentary Registration for up to 4 immediate family members to FOA Members Only events held throughout the year, in locations across the country

N

VIP Registration for all FOA events, 3 Business Days prior to event registration opening to all members

N

Three One-On-One Customized Meetings with an FOA Family Office Advisor per year

$950

$9,500

If you have any questions, concerns, or inquiries, please reach out to us!

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The Family Office Association is an affinity group dedicated primarily to the interests of single family offices. Family Office Association is intended to provide members with educational information and a forum in which to exchange information of mutual interest. Family Office Association does not participate in the offer, sale or distribution of any securities nor does it provide any investment advice. Further, Family Office Association does not provide tax, legal or financial advice. Click to Full Terms of Service