Single Family Office Membership
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 or ten figures and above. 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 there are many ways to define what a “family office” is, the rule of thumb we use is fairly simple:
- Is there a single source of capital with no non-family investors or partners?
- Are there W-2 employees focused solely on serving the needs of the family?
- Does a separate legal entity manage the family’s affairs, with no products, services, funds, or investments to sell?
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
TFOA membership connects principals and senior professionals of single family offices to a trusted peer network built over nearly two decades. Members meet regularly to exchange ideas, compare best practices, and pool diligence with contemporaries who face the same questions — without sales agendas, and under a strict code of conduct.
Membership includes private peer discussions and small-group events, world-class educational programming and publications, pooled diligence and selective co-investment opportunities, and access to the annual Single Family Office Symposium. Because TFOA is not a commercial business, the network exists solely for the benefit of its members.
What distinguishes TFOA from other family office groups is that it is a true peer network: members are not marketed to, member information is never shared, and there is no monetizing of members. Founded in 2007, TFOA has grown into a global community that includes some of the world’s largest and most sophisticated single family offices — while preserving the trust and closeness of our small group.
