It is integral to our mission to encourage all family members and family office executives to become involved in the goal of developing and preserving family legacy through the instrument of the single family office. To achieve this goal we have regular meetings to build community and inspire each other, while inviting notable speakers and experts who we feel will broaden our outlook and bring in the freshest and most relevant ideas in the field. These gatherings are underwritten by the FOA Resource Council, a collection of the best in the industry that we feel understand the importance of education and relationship building. Everyone in the Resource Council and the FOA membership agree to abide by the FOA Protocol:

The Family Office Association is a relationship-focused organization that prizes the trust developed in the privacy of a commercial-free setting. Solicitation is strictly prohibited between members, and between advisors and members. All discussions shall be kept confidential to encourage openness and sharing of experience. FOA reserves the right to dismiss members and advisors if there is any violation of this policy.

It is important to note that the Family Office Association sells no investment products, collects no referral fees or commissions, does no advising or consulting, and does no third party marketing or capital introduction.  Our membership lists are absolutely confidential and never shared or sold.  The group exists for the benefit of its membership, and we only accept those who understand our values and the rules of engagement on our Resource Council.

Resource Council Directory