Vision & Mission

VISION

To serve as the world’s leading Single Family Office community.

We cultivate strong bonds of friendship and trust by providing a highly curated peer network of single family office principals and senior executives. While our core membership originated in Texas, our global network continues to expand, and we embrace this growth while maintaining a close-knit community among members.

MISSION

To deliver thought leadership, highly curated educational content, and exceptional networking opportunities to the global single family office community.

We are deeply invested in the quality of our network and the intentional expansion of our relationships to provide members with a safe place where meaningful relationships can flourish. We are committed to continuous learning and innovation as we serve our members and connect the global single family office community.

VALUES

We strive to provide a sense of belonging. Our family office community is based on Six Core Values of Confidentiality, Professionalism, Cooperation, Non-Solicitation, Diversity and Trust.

TRUST

Members expect the highest level of integrity and are respectful of each other’s privacy. All information shared between TFOA members is solely for the use of members and cannot be copied, reproduced, distributed, or otherwise disseminated in any other manner to any other individual, organization or industry service providers.

CONFIDENTIALITY

TFOA encourages the free exchange of information based on open communication and trust among it’s members to serve their respective families. Each member will hold in strict confidence any information shared by other members.

PROFESSIONALISM

Members shall always conduct themselves in a professional manner and shall represent TFOA and it’s members as such. Each member and it’s representative(s) shall abstain from participating in any TFOA discussion, meeting or activity which would constitute a conflict of interest or appear as a conflict of interest for the member.

COOPERATION

The open communication that is essential to TFOA’s community depends on cooperative, supportive and trusted relationships among members. If a competitive situation should arise, members will handle it professionally, offering disclosures and abstentions as appropriate.

NON-SOLICITATION

Members shall not solicit the clients or staff of other members nor shall they use TFOA for the purpose of promoting specific products or services from which they derive financial benefit. In the case of co-investment opportunities, any financial interest in a deal must be clearly disclosed in every communication as it pertains to that opportunity.

DIVERSITY

While we are not all the same, our greatest strength comes from the diversity of our differences. TFOA is committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse community of members. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our members possess reflects not only on our culture, but also on our reputation and success. Whether selecting speakers for our events, approving members for our group, or content for our publications, we welcome the unique contributions you can bring in terms of your education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, color, religion, disability, sexual orientation and beliefs.

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.