TFOA's Free Economic Updates & Whitepapers
We hope you are enjoying our free monthly economic updates and periodic whitepapers. All of The Family Office Association's publications, webinars, and videos are now available on our website at: www.tfoatx.com/media
If you'd like to stay in touch on a more frequent basis, please join us at any of the following:
- LinkedIn Group – https://www.linkedin.com/groups/3683071/
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My passion in founding The Family Office Association (“TFOA”) over fifteen years ago stems from my experience working as CIO for a large, multi-generational family office. I wanted to find a network of like-minded peers who were willing to share their ideas, knowledge, deal flow, and experience in a safe and trusted environment. Today, TFOA’s family office community leads the way by delivering world-class educational content, unique networking opportunities, and exceptional leadership to a highly curated network of the world’s largest and wealthiest families. You can read our founding story at: TFOA
TFOA was founded in 2007, as a peer network for Single Family Offices. Over the years, a core group of members have met every month to exchange ideas, share best practice, and discuss a broad range of economic, investment, and family office related issues. TFOA now includes some of the largest and wealthiest families in the world and has evolved into a tight network of trusted friends and contemporaries.
What distinguishes TFOA from the many other family office groups is that we’re a true peer network and are not looking to monetize our relationships. A high level of trust has been built up within the group, and we adhere to a strict code of conduct around privacy, confidentiality, and non-solicitation. Members of the group are not actively marketing products or services to other members, although co-investment activity does take place. The group is for education, networking, pooling diligence, selective co-investment, and a resource for family office professionals to share ideas, deal flow and best practice. We host a closed-door, annual symposium for family office principals and professionals and convene a select number of private events for members to hear from world class speakers and investment managers on a wide range of topics. We’ve been fortunate to have experts in a host of areas from exceptional organizations across a broad swath of industrial, commercial, financial, and non-profit sectors.
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The Family Office Association ("TFOA") is an affinity group dedicated primarily to the interests of Single Family Offices. TFOA is intended to provide members with educational information and a forum in which to exchange information of mutual interest. TFOA does not participate in the offer, sale or distribution of any securities nor does it provide investment advice. Further, TFOA does not provide tax, legal or financial advice. Materials distributed by TFOA are provided for informational purposes only and shall not be construed to be a recommendation to buy or sell securities or a recommendation to retain the services of any investment adviser or other professional adviser. The identification or listing of products, services, links, or other information does not constitute or imply any warranty, endorsement, guaranty, sponsorship, affiliation, or recommendation by TFOA. Any investment decisions you may make based on any information provided by TFOA is your sole responsibility. The TFOA logo and all related product and service names, designs, and slogans are the trademarks or service marks of Texas SFO Association, LLC. All other product and service marks on materials provided by TFOA are the trademarks of their respective owners. All of the intellectual property rights of TFOA or its contributors remain the property of TFOA or such contributor, as the case may be, such rights may be protected by United States and international laws and none of such rights are transferred to you as a result of such material appearing on the TFOA web site. The information presented by TFOA has been obtained by TFOA from sources it believes are reliable. However, TFOA does not guarantee the accuracy or completeness of any such information. All such information has been prepared and provided solely for general informational purposes and is not intended as user specific advice.