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.