“ON THE RISE” MEMBERSHIP
“ON THE RISE” MEMBERSHIP
Designed for individuals and families who are in the process of accumulating significant wealth, this membership offers guidance and resources to navigate the complexities of wealth growth and management.
Criteria
Accumulating Wealth
Demonstrable trajectory towards significant wealth accumulation, and a commitment to establishing a family office or equivalent structure.
Financial Sophistication
Some degree of financial literacy or willingness to learn.
Wealth Management Needs
Seeking information and education relating to wealth protection, tax strategies, and estate planning.
Professional Growth
In pursuit of professional development and wealth management education.
Networking Aspirations
Looking to connect with peers and mentors for growth and opportunity sharing.
Investment Interests
Actively engaged in or seeking to diversify investment opportunities (though FOA does not actively participate in any investment activities or deal making).
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