SERVING THE SINGLE FAMILY OFFICE COMMUNITY SINCE 2007

VISION

To serve as the world’s leading 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 server 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 Five Core Values of Confidentiality, Professionalism, Cooperation, Non-Solicitation, 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.

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