TFOA membership is solely for the ‘buy-side’ family office community. We adhere to a strict set of code of conduct around privacy, confidentiality, and non-solicitation. While there’s no clear AUM test for what constitutes a family office, our members tend to be in the nine and ten figures. Members are also not actively soliciting on a regular basis. We encourage qualified single family office professionals to apply for membership below. Any information you share (on the size of your team and AUM, for example) will be in strict confidence and is solely for the purpose of verifying your eligibility for the group. Additionally, if there are any family offices that could be a reference for you, that would be helpful. While registered investment advisors, broker-dealers, service providers, and other sales representatives are not eligible to become TFOA members, all are welcome to attend the Virtual Track of our Annual Symposium and access exceptional speaker content.
TESTIMONIALS
“I thought that was a great event – the best family office-only event I’ve ever attended. Thanks for having me, and I look forward to participating in future events.”
“I thought this was one of the most compelling events I’ve attended. In some other events, it’s partly a sales environment – which can tire me out, candidly.”
“TFOA Symposium was relaxed and allowed for candor/relationship building.”
“One of the better events I have attended in years. I enjoyed it’s size (small enough, but with enough scale to make it worthwhile from a networking stand point).”
“The symposium was fantastic – thank you for the hard work and intentionality you put into making it a great event.”
“This was the best family office conference I’ve been to so far.”
ABOUT TFOA
Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. Strong bonds of camaraderie within our peer group of single family offices are grounded in our Six Core Values: Confidentiality, Professionalism, Cooperation, Non-Solicitation, Diversity and Trust. While we embrace growth as our global family office relationships multiply, we preserve close friendships between members by hosting small group events and building trust at the individual level.
DISCLAIMER
All the information provided is for informational and educational purposes only and neither purports nor intends to be, specific trading or investment advice or a recommendation to buy or sell any security, fund, or financial instrument. Information should not be considered as an offer or enticement to buy, sell or trade . You should seek appropriate advice from your broker, or licensed investment advisor, before taking any action, past performance does not guarantee future results. By subscribing as a member to TFOA, you acknowledge and accept that all trading decisions are your own sole responsibility, and TFOA or anybody associated with TFOA cannot be held responsible for any losses that are incurred as a result.