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Family Office Association’s (FOA) Mission is to offer a broad spectrum of resources, connections, education and advisory services for exceptionally successful individuals, families, foundations, family offices, and family firms around the world to ensure sustainable companies and family legacies for future generations to come.

FOA will provide research, technology solutions and actionable innovative strategies as well as deliver communications and face-to-face marketing programs for top tier wealth management, multi-family offices (MFO), non-profit organizations and luxury brands to acquire and retain high-net-worth customers and empower advisors to be more profitable and effective in meeting their demanding needs.

 

Most begin their foray into the business world with the goal of amassing as much net worth as possible. Many are surprised that upon reaching a level of success that it can often be more difficult to hold on to wealth than it was to earn it. Wealth preservation is the concept of structuring a family’s affairs to minimize the risks to wealth; namely, litigation, divorce, intra-family disputes, and taxation.

 

 

 









Organizing a Family Office
Consulting to Family Offices
Investment Policy Statement
Global Asset Allocation
Alternative Investments
Socially Responsible Investing
Risk Management
Global Account Aggregation
Transparency of Investments








Philanthropic Planning
Wealth Preservation
Asset Protection
Insurance
Accounting
Trusts
Global Lending
Family Firm Advisory
Real Estate Management







Concierge Services
Bill Paying
Arts & Antiques Management
Aviation Planning
Family Staff Planning
Family Security Planning
Travel & Leisure
Entertainment


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