MEMBERSHIP

Become a Member

GROW WEALTH. STRENGTHEN LEGACY. UNITE GENERATIONS.

Enjoy 24/7 content, resources, and expertise along with several live weekly sessions on a variety of topics that will interest you and your family office. Members also enjoy invitations to exclusive in-person events around the country.

JOIN THE FAMILY OFFICE ASSOCIATION

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

COVID19 has accelerated the inevitable digital transition and has highlighted the things 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.”

– Angelo Robles, Family Office Association

BASIC 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 also host our Zoom video MasterMind Series. NO Guests. Simply me, 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.’
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.’
We Have Entered a New Arc of History: THE EVOLUTION OF MONEY. I am throughly convinced that the next 5-years will be revolutionary, as we will see the rise of decentralized cryptocurrencies, blockchain, decentralized finance (DEFI), the Metaverse, NFTs and Government Centralized Digital Currencies (i.e. programmable money). This is the asymmetrical investment opportunity of our lifetime. We are extraordinary active as researchers, educators and investors in this ecosystem… You will have total access to our written content, videos and Masterclasses throughout the year on this subject.
As an active global thought leader in the community producing ORIGINAL content and with thousands of connections to the leading professionals in the community. Me and my team are here to serve our members and be there for you as a resource, problem solver and as a connector. 24/7 members may reach out to me on my cell phone: 203-570-2898.
Q&A active participation with me and our thought leader guests on the video webcasts. You have a say! I can 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 $5,000 credit on our Consultative Services. I 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 (someone I interview) on my live member Zoom programs if you so desire.

COMMUNITY

$550/month for individuals or pay annually for only $5,500

MEMBERSHIP BENEFITS

Access to exclusive events for the FOA Community

Access to content and resources shared by experts in the community

Opportunity to speak at one of FOA Roundtables or Private Salons in either Los Angeles, Miami, or New York
 
JOIN MONTHLY $550/MO.
JOIN WITH ANNUAL DISCOUNT $5,500/YR.

ELITE

$1,250/month for individuals or pay annually for only $12,500

MEMBERSHIP BENEFITS

All Basic Benefits +

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.

JOIN MONTHLY $1,250/MO.
JOIN WITH ANNUAL DISCOUNT $12,500/YR.

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