Latest

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
Mar
14

TFOA Update | March 2024

About TFOA The Family Office Association (TFOA) is a global peer network that serves as the world’s leading single
4 min read
Feb
22

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
2 min read
Feb
08

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
2 min read
Jan
24

Assessing Family Office Philanthropy

The journey to becoming a thoughtful and strategic philanthropist is a long one, but it is also an extremely rewarding
2 min read