SERVING THE SINGLE FAMILY OFFICE COMMUNITY SINCE 2007

TFOA Forums create an unparalleled opportunity for TFOA members to deeply engage with other like-minded members within our single family office community.
Members in the Forums Program benefit from powerful peer-to-peer networking by meeting regularly with a small group of like-minded peers to share experience, ideas, and advice. Grounded in a culture of trust and confidentiality, Forums leverage the collective expertise of the group while fostering meaningful connections among members as they support each other as trusted advisors and accountability partners in all areas of their lives. 

TFOA Forums is a dynamic peer learning experience that develops each member personally.
Each Forum consists of 8 to 10 members who meet regularly to exchange insights, guide each other in professional endeavors, and develop lasting friendships. TFOA Forums are unique in that Forum members have the opportunity to customize social and educational programming to the interests of their group and personally lead their Forum as chairperson. Members participate in fun experiential trips, board of director meetings in which members serve as impartial advisors for each other, and roundtable discussions about industry insights with world class speakers, investment managers, and service providers. 

TFOA ensures that each Forum is successful by intentionally matching members with Forum groups and providing educational resources and content.
We bring together small groups of members with a focus on helping each other achieve individual success in a way that is both enduring and meaningful. TFOA takes an active role in identifying Forum members from our membership base who are experienced, diverse, and engaged, and we match them with a complementary peer group based on each members’ areas of interest, expertise, investment experience, and personality. TFOA also connects Forum members with leading investment talent and functional experts from the world’s most respected and successful institutions who provide the group with additional resources and thought leadership.

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