Family Office Association’s (FOA’s) Mission is to be the largest and most respected organization for global ultra high net worth individuals and families who want to focus on wealth creation and family legacy sustainability.  FOA is the advocate for establishing and sustaining successful family offices for the exceptionally wealthy, which is defined as:

“An organization of dedicated professionals exclusively devoted to the wealth management and personal services of that one exceptionally wealthy family.”

FOA desires to educate and consult the tens of thousands of families globally that do not have an established family office of the benefits of structuring a single family office for the sake of control, growth and confidentiality of the family’s business and investment portfolio. 

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.

Wealth preservation extends beyond legal documents and acronyms. It is the holistic approach adopted by the family’s advisors to achieve the common goals of comfortable living, minimization of risk, and eventual transition and magnification of wealth at the younger generation’s level.