JOIN THE RESOURCE COUNCIL

$45,000 to $100,000/year

JOIN THE RESOURCE COUNCIL

By joining the Family Office Association Resource Council and making meaningful connections with our members you’ll become a trusted partner and advisor to some of the wealthiest families in the world.

“I have attended literally hundreds of conferences over the years. I have found that at most of them, the organizers are more interested in selling slots than in providing the best or most relevant speakers. I found the Family Office Association’s programs entertaining and informative; among the best I’ve seen. The audience was exceptional and focused on the information presented. The speakers provided coordinated, useful, and engaging information.”

LARRY TINT

Family Member and retired President of Sharpe-Tint, Inc (formed with William F. Sharpe, Nobel Prize Winner)

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, even in times of social distancing. 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.

Heightened Need for Expertise Creating Connection & Substantial Opportunity

Our members have a heightened need for expertise, innovative ideas, and opportunities to network and share with peers during the pandemic. Even the most conservative family office cannot avoid the need to adapt to new risks and stresses. Change is being forced on everyone. Many families and family office executives are seizing on this moment to make fundamental alterations to business as usual. The most-forward looking single family offices see a chance to innovate and prosper in this time of change.

The role of the Family Office Association and the Resource Council has become critical to our member family offices – making essential connections, accessing indispensable specialists and experts, and sharing with a truly unique peer group. We are seeing all-time-high levels of engagement with our members and between members and Resource Council partners.

COVID-19 has accelerated our innovations in the use of new media vehicles and outreach methods. From virtual events to expanded ways to target and connect Resource Council partners with families most interested or in need of their expertise, the Family Office Association is responding to the needs of our members in innovative ways.

We Have the Highest Quality Speakers

We attract the highest quality speakers to our events. Speakers have included John Paulson, James Woosley, General Wesley Clark, Steve Cohen, Peter Diamandis, Howard Milstein, Marc Lasry, Caryn Davies, Michael Gleb, John AMaaral, Jeremy Grantham, Marcus Frampton, Admon Contos, Peter Schiff, Adam Robinson, Dan Pallotta, Dave McClure, Tiki Barber, Sam Zell, Sal Khan, Lance Armstrong, Dr. David Nabarro, Mike Milken, Andre Agassi, Peter Thiel and more!

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.

 

“Thank you again for the opportunity to attend Family Office Association’s private event in Santa Monica. It was without a doubt the best conference I’ve attended in terms of quality of speakers, attendees, and creating an atmosphere of sharing, not selling. I look forward to connecting again in the near future.”

ALLEN ESROCK

NxtGen Nexus

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, the Angelo Robles podcast, 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. 

“For the transmission of knowledge and intimate family struggles that were shared by both the speakers and some of the attending families, this event was unprecedented. We never before have witnessed such a resounding vote of gratitude from family office attendees.”

MICHAEL KARAS

Family Principal

“Martha’s Vineyard was an enriching, rewarding experience, both personally and professionally. Loved the curation of highly ethical, grounded, wise, and FUN people who attended the event, as well as topics covered in the sessions. I left the weekend with greater insight.”

MARYN SOREF

Family Member & Entrepreneur

Resource Council Partner Benefits

We allow only the highest-quality partners and all Resource Council Partners are subject to approval.

$45,000 annual membership dues include:

Your firm is invited to speak at ONE of our FOA Roundtables in either LA, NYC or Miami over the course of this 12-month contractual period.

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.

Opportunity to ask questions through the chat feature in the video webcasts and include your name and firm name.

Invitation to appear as the interview guest on TWO of these LIVE online video meetings/webcasts over the course of the contract period. (A minimum of one of these will be converted to a professionally produced and designed video.)

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 along with Angelo Robles on his webcast, with a guest that YOU select as the featured subject. The guest is subject to Angelo’s 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 firm, services, and key staff, which can serve as a platform for sharing your firm’s thought leadership content.
Opportunities to post firm content (submitted first for approval to Family Office Association) on your FOA branded page on our web site in our Resource Council section.
You may produce (must be of professional quality) 1-2 minute video introduction of your firm that I will share on our single family office member portal and the page specific to your firm on our resource council section of the web site.
You may write white papers on subject matters of your expertise as these are reviewed by Angelo Robles and they are of professional quality they will be posted on the single family office member portal and the page specific to your firm on our resource council section of the web site.

You’ll have access to our content and resources as produced by Angelo Robles and the Family Office Association.

Once annual EMAIL DISTRIBUTION of specific content expertise around an offering to our members. This is prepared in email format that I send out for you.

You may request to host two PRIVATE DINNERS for upwards of 8 families/single family offices… your choice of NYC Miami or LA. We’ll arrange for the setting and attending families/single family offices, your firm 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

 

 

“It was a wonderful day filled with hope, compassionate understanding, and a genuine love to help others think and process through the personal struggles that affluence brings.”

GRAY KELLER

Philanthropist & Author

“I was thoroughly impressed with the execution of the event and the caliber of family offices. The agenda included ample networking opportunities and allowed me to engage with a broad base of high net work individuals and CIOs. Their interest was genuine, and I returned with a number of new contacts.”

NICOLAS BOULLET

Resource Council Founder & PM, First Growth Capital

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