Financial Resource

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The Family Office Association

Capital Focus
BENEFIT SUMMARY

The Family Office Association (“TFOA”) was founded in 2007 as a peer network of single-family office principals and senior executives. Over the ensuing years, a core group of members has met regularly to exchange ideas, share best practices, and discuss a broad range of economic, investment, and family office-related issues. TFOA now includes many of the largest and wealthiest families in the world and has evolved into a tight network of trusted friends and contemporaries.

What distinguishes TFOA from the many other family office groups is that we’re a true peer network and are not looking to monetize our relationships. A high level of trust has been built up within the group, and we adhere to a strict code of conduct around privacy, confidentiality, and non-solicitation. Members of TFOA refrain from marketing products or services to other members, although co-investment activity does take place. Instead, the group is for education, networking, pooling diligence, and selective co-investment. It also serves as a resource for family office professionals to share ideas, deal flow, and best practices. While we embrace growth as our global family office relationships multiply, we preserve close friendships among members by building trust at the individual level.

Membership is only $399 a year, and members of R360 receive a full one-year complimentary membership.

For more information, please visit www.tfoatx.com and feel free to contact Marc J. Sharpe, TFOA’s founder, at marc@tfoatx.com. To register, please contact Jake.Parrish@r360global.com.

MEDIA