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,
TFOA Update | May 2024
Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
TFOA Symposium 2024
We're delighted to share the following speakers have confirmed their participation for September 11th, 2024, when The Family
The Family Office Industry
While family offices come in many shapes and sizes, one universal experience is that everyone working in a family office
TFOA Update | April 2024
Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I
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
TFOA Update | March 2024
About TFOA
The Family Office Association (TFOA) is a global peer network that serves as the world’s leading single
Save-The-Date | TFOA Symposium 2024
Please save the date for September 10th & 11th, 2024, when The Family Office Association (“TFOA”) will be hosting our
TFOA Economic Update | Feb 2024
About TFOA
The Family Office Association (TFOA) is a global peer network that serves as the world’s leading single
Assessing Family Office Philanthropy
The journey to becoming a thoughtful and strategic philanthropist is a long one, but it is also an extremely rewarding