Single Family Office Insights

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Jul
24

TFOA Symposium 2024 | Registration Deadline Approaching

If you would like to participate in The Family Office Association's 10th Annual Single Family Office Symposium this
3 min read
Jul
12

TFOA Update | July 2024

Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
4 min read
Jun
26

How to Staff a Single Family Office

The people that comprise the team who oversee and manage the SFO will be the most critical factor in the
12 min read
Jun
13

TFOA Update | June 2024

Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
4 min read
May
23

Life Insurance’s Role in Family Office Strategic Planning

Authored by Jay Goldberg and edited by Marc J. Sharpe Family offices serve as an intergenerational hub for family legacy,
18 min read
May
09

TFOA Update | May 2024

Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
4 min read
Apr
30

TFOA Symposium 2024

We're delighted to share the following speakers have confirmed their participation for September 11th, 2024, when The Family
2 min read
Apr
25

The Family Office Industry

While family offices come in many shapes and sizes, one universal experience is that everyone working in a family office
8 min read
Apr
08

TFOA Update | April 2024

Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
4 min read
Mar
28

Family Wealth in Three Generations: Fact or Fear Based Marketing?

First generation families who are in the process of building a family office often receive the same piece of conventional
7 min read