FAMILY OFFICE MEMBERSHIP
FAMILY OFFICE
This exclusive membership is tailored for established family offices and ultra-high net-worth families who have, or are seeking to implement, organized “family office equivalent” structures and best practices, supporting multigenerational success.
Criteria
Minimum Net Worth
Typically exceeding $100 million AUM.
Family Office Structure
Either a formal family office or equivalent in place, or in the process of being established.
Investment Portfolio Diversity
Substantial investments across multiple asset classes.
Legacy Planning
Interest in long-term wealth preservation and intergenerational wealth transfer.
Networking Needs
Seeking peer interactions with similar wealth and interest brackets for insights and opportunities.
Philanthropic Engagement
While not required, active participation in philanthropy or desire to develop a philanthropic strategy is a priority for many of our members.
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