The Benefits of Creating a Private Company of Dedicated Professionals Exclusively Devoted to the Investment, Legacy and Personal Needs of One Family

 

Family Office Association (FOA) desires to enhance multi-generation family fortunes and family legacies by building a foundation of best practices, values, and sense of purpose.  That foundation can be developed, fostered, and enhanced for individuals and families by creating a Single Family Office (SFO).

FOA has demonstrated the need for families of significant wealth ($30M+ in liquid assets) to create an SFO to manage their personal finances and affairs through their white paper, “Creating a Single Family Office for Wealth Creation and Family Legacy Sustainability.”

There are many benefits for families to create an SFO, including but not limited to control, privacy and focus.  With the globalization of investment opportunities, volatility in the markets and financial institutions, and different needs of families to consolidate and better manage investing and services, it is more important than ever for individuals and families to consider an SFO.

Education is needed by the family members, the executive staff hired to manage the SFO, and service providers servicing the SFO in order for the family to optimize performance and build their legacy for multi-generations. FOA is focused on education for everyone involved in an SFO.

FOA has developed a consulting practice solely focused on the creation and sustainability of SFOs.  FOA is a trusted source for individuals and families to receive the support they need to create SFOs.

“Now more than ever, ultra high net worth individuals and families need to make smart investment decisions as well as informed philanthropic/passion ventures with trusted employees, socially responsible advisors and service providers,” said Angelo J. Robles, CEO of the Family Office Association.  “FOA helps individuals and families navigate the steps necessary to create and sustain successful and often complex SFOs.”

FOA’s white paper is a comprehensive look at the entire SFO life cycle, including considerations in starting an SFO, the foundation and infrastructure of an SFO, technology to manage activities, key personnel, future opportunities with an SFO and examples of successful SFOs.

Click Here to Download Our White Paper PDF

Click Here to Inquire on Creating a Single Family Office

 

Angelo J. Robles
Founder & CEO
Family Office Association

www.familyofficeassociation.org
angelo@familyofficeassociation.org

Ph: 203-570-2898