JOIN THE RESOURCE COUNCIL
About the Resource Council
The Family Office Association is an elite, protected community of extraordinary wealth whose members face a unique set of challenges and opportunities. Peer-to-peer interaction and sharing are hallmarks of the organization. Resource Council partners have a trusted reputation for excellence in areas that are of interest to our families. Member families turn to the Resource Council for thought leadership, best practices, advice, and access to information and opportunities. The Resource Council helps shape the Family Office Association’s presence, both online and at real-world events, with content, ideas, topics, speakers, and venues.
We Have the Highest Quality Speakers
Tony Robbins
Author & Speaker
Ray Dalio
Billionaire Hedge Fund Manager & Philanthropist
Paul Tudor Jones
Billionaire Hedge Fund Manager
Newt Gingrich
Former Speaker of the House
Kathy Ireland
Model, Entrepreneur & Author
the best events
We are renowned for our events, the quality of speakers, the caliber of audience, and the venues/location.
CONNECT WITH FAMILIES
An opportunity to interact with families in intimate settings – both in-person and online – as a trusted advisor.
SHARE YOUR MESSAGE
Share your message via online video casts, white papers, our website, events and more.
SPEAK & PRESENT
Resource Council partners are invited to speak, deliver presentations, and host workshops throughout the year.
BRANDING EXPOSURE
Your company information and branding will appear on the Resource Council page, on an individual company page, and across our events and electronic communications.
Resource Council Partner Benefits
We allow only the highest-quality partners and all Resource Council Partners are subject to approval.
annual membership includeS:
Presentation opportunities at ONE of our FOA Roundtables over the course of this 12-month contractual period. These Roundtables are held in cities across the country, including New York, L.A., Kansas City, Phoenix, Chicago, Austin, and Miami.
Additional cities will be added in the months ahead.
Invitations to our multi-times per month hosted LIVE online video webcasts featuring extraordinary guests and participant interaction through chat and questions for our guests.
Participation in portions of the FOA strategic planning sessions, with the opportunity to contribute your ideas and requests relating to specific programming, event locations, and other aspects of FOA.
Invitation to appear as the interview guest on TWO of these LIVE online video meetings/webcasts over the course of the contract period.
You may market and utilize via emails, marketing and social media, your appearance as a guest on this recorded webcast in any way you desire.
You will be invited to CO-HOST one FOA webcast, with a guest that YOU select as the featured subject. The guest is subject to FOA approval and must be of a very high standard.
We’ll host consistent monthly Resource Council online video meetings to collaborate and work together as a community.
Branded page on the Family Office Association website that includes details about your services, and key staff, which can serve as a platform for sharing your firm’s thought leadership content.
You may produce (must be of professional quality) 1-2 minute video introduction of your company, to be shared on our member portal and the page specific to your company on our Resource Council section of the web site.
You may write white papers on subject matters of your expertise to be posted on the member portal and the page specific to your company on our Resource Council section of the web site. Subject to review and approval by FOA leadership.
Once annual EMAIL DISTRIBUTION of specific content expertise around an offering to our members. This is prepared in email format that we send out for you.
You may request to host two PRIVATE DINNERS for upwards of 8 families/single family offices, based on mutually agreed upon locations and dates. We’ll arrange for the setting and attending families/single family offices, your company pays the dinner bill.
Become A Resource Council Member
Need More Information?
Contact Us Today.
FREQUENTLY ASKED QUESTIONS
What services do your member families typically outsource?
Critical outsourced services for our members include: banking, investment (including impact investment), asset management, private equity, real estate, legal services, tax administration, and cyber defense.
What areas of interest do your members have?
Our member families have expressed interest in many areas, including wealth management, security and data privacy, AI and VR, electric and autonomous vehicles, smart home technology, superyachts, private jets, transformative travel, high-quality design, art and architecture, personalized services, tax and legal affairs, philanthropy, impact investing, and health services.
What's the typical mix of family/SFO to others at events?
Unlike many events in the industry that can be mostly vendors, our events have a reputation as being weighted towards family members and their executives.
Membership WIRE Information
IF WIRE FROM WITHIN THE U.S.
Family Office Association
BANK: Bank of America
Address: 417 Shippan Avenue. Stamford. CT. 06902
Bank Phone: 203-358-6200
ACCOUNT NUMBER: 385002351058
ROUTING NUMBER: 026009593
WIRES FROM OUTSIDE USA:
Family Office Association
Bank: Bank of America
Address: 417 Shippan Avenue. Stamford. CT. 06902
Bank Phone: 203-358-6200
Routing Number: 385002351058
SWIFT Number: BOFAUS3N
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