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Family Office Association

Full company profile

uuid000g1y3

Namestring
Family Office Association
Legal namestring
Family Office Association
Company typeenum
Private
Founded yearint
2005
Descriptiontext

Family Office Association (FOA) is a private, for-profit membership organization founded in 2005 and headquartered in Greenwich, Connecticut. It operates an affinity-group model serving single family offices, entrepreneurs, and high-net-worth individuals through bundled education, peer networking, and thought leadership content. The organization explicitly positions itself as an educational forum and information-exchange platform — it does not provide investment, tax, legal, or financial advice, and does not participate in securities distribution.

FOA's core offering is a tiered Membership Program that grants access to exclusive resources, events, and speakers. Supporting products include a Resource Council in which members shape content, topics, speakers, and venues; topic-specific Peer Communities covering Global Impact, Technology and Innovation, and Sports and Entertainment; an Insights Library spanning Wealth Management, Family Governance, Legacy & Storytelling, Philanthropy and Impact, and Lifestyle; and an events programming calendar. There is no proprietary technology platform disclosed — the offering is delivered through a Wix-hosted web community hub with no APIs, SDKs, or third-party integrations, and the organization does not disclose any AI or automation capabilities.

Revenue is generated entirely through recurring membership dues across multiple tiers, although pricing is not publicly disclosed. Go-to-market is community-led and event-driven, with member acquisition through the FOA website (familyofficeassociation.us) and a maintained LinkedIn company page. Distribution is self-serve direct enrollment. The organization operates with a very small team (1–10 employees), reports no external investors or parent company, has no disclosed funding rounds or acquisitions, and shows no international operational footprint beyond English-language content targeted at family offices globally. Founder and CEO Angelo Robles leads the organization.

Short descriptiontext

Family Office Association is a private, Greenwich-based membership organization founded in 2005 that provides tiered subscription access to education, peer networking, and thought leadership content for single family offices, entrepreneurs, and high-net-worth individuals.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersGreenwich, United States
HQ citystring
Greenwich
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
family office membership, wealth management education, high-net-worth networking, legacy planning resources, peer community forums
Industry3 codes
1Family Office Advisory (Single/Multi-Family)
CodeFSAEAAAIPrimaryYes
2Next-Gen Education & Family Learning Programs
CodeFSAAADAMPrimaryNo
3Philanthropy, Foundations & Grantmaking Advisory
CodeFSAAADAGPrimaryNo
NAICS code1 code
  • Business Associations813910
SIC code1 code
  • Services-Membership Organizations8600
Product category
Family Office Membership Services
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Membership Dues
TypeSubscription Recurring
Description

FOA generates revenue through tiered membership subscriptions that provide access to exclusive resources, events, top speakers, and peer communities. Various membership tiers offer different levels of access and benefits.

familyofficeassociation.us
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Family Office Association operates a tiered Membership Program that gives single family offices, entrepreneurs, and high-net-worth individuals access to exclusive resources, events, and expert speakers. Members can also participate in the Resource Council to shape content, speakers, and topics, and join Peer Communities focused on themes such as Global Impact, Technology and Innovation, and Sports and Entertainment. The association explicitly does not provide investment, tax, legal, or financial advice.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Family Office Association is a membership-based affinity organization offering a unified platform of services for single family offices, entrepreneurs, and high-net-worth individuals. The core offerings include a tiered Membership Program providing access to exclusive resources and events, a Resource Council for thought leadership and industry shaping, and Peer Communities organized around topics like Global Impact, Technology and Innovation, and Sports and Entertainment. These are supported by an Insights Library featuring educational content on wealth management, family governance, legacy planning, and philanthropy. The organization positions itself as a forum for exchanging information of mutual interest rather than a provider of investment, tax, legal, or financial advice.

Product and service3 records
1Membership Program
CategoryMembership services
Description

Tiered membership program providing single family offices, entrepreneurs, and high-net-worth individuals with access to exclusive resources, events, and top speakers across industries.

2Resource Council
CategoryThought leadership program
Description

Thought leadership and advisory council allowing members to contribute content, ideas, topics, speakers, and venues that shape the direction of the Family Office Association.

3Peer Communities
CategoryCommunity programming
Description

Topic-focused community groups for members, covering areas such as Global Impact, Technology and Innovation, and Sports and Entertainment, aimed at driving positive change and shared learning.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

One of the largest membership-based communities serving single and multi-family offices with peer learning, research, and events. Directly comparable to FOA as a dedicated family-office membership and education platform.

TypeDirect peer
Description

Peer-to-peer learning and investment network for high-net-worth individuals and single family offices, organized around local groups and asset-allocation education. Highly comparable membership model and target audience to FOA.

TypeDirect peer
Description

Research, events, and membership organization serving ultra-high-net-worth families and family offices globally. Overlaps directly with FOA's education, events, and networking offerings for family offices.

TypeDirect peer
Description

Membership community for ultra-high-net-worth investors and family offices offering peer collaboration, research, and educational events. Closely comparable to FOA's mission of connecting family offices for shared learning.

TypeBroad incumbent
Description

Global peer network for CEOs and executives that includes significant programming for family-business and wealth-transition topics. Broader than FOA but overlaps on peer learning, forums, and events for principal-level decision makers.

TypeDirect peer
Description

Membership network focused on ultra-high-net-worth families and their advisors, providing peer exchange, research, and conferences. Comparable to FOA in audience and community-led value proposition.

TypeEmerging player
Description

Conference producer focused on family-office and HNW investor events, particularly in alternative investments. Partial overlap with FOA's events business but a more events-centric (less membership-centric) model.

TypeEmerging player
Description

Digital media and community platform for family-office principals, featuring content and virtual events. Overlaps with FOA's Insights Library and Peer Communities but lighter on structured membership tiers.

TypeEmerging player
Description

Multi-family office providing wealth management and family services with educational programming for clients. Comparable audience and educational mission to FOA but delivered through an advisory rather than membership model.

TypeOthers
Description

Media brand covering private banking, family offices, and wealth management, with awards and editorial content. Comparable audience to FOA but operates as a media outlet rather than a membership community.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Family Office Association

Family Office Membership Servicesfamilyofficeassociation.com

Family Office Association is a private, Greenwich-based membership organization founded in 2005 that provides tiered subscription access to education, peer networking, and thought leadership content for single family offices, entrepreneurs, and high-net-worth individuals.

What Family Office Association does

Family Office Association (FOA) is a private, for-profit membership organization founded in 2005 and headquartered in Greenwich, Connecticut. It operates an affinity-group model serving single family offices, entrepreneurs, and high-net-worth individuals through bundled education, peer networking, and thought leadership content. The organization explicitly positions itself as an educational forum and information-exchange platform — it does not provide investment, tax, legal, or financial advice, and does not participate in securities distribution.

FOA's core offering is a tiered Membership Program that grants access to exclusive resources, events, and speakers. Supporting products include a Resource Council in which members shape content, topics, speakers, and venues; topic-specific Peer Communities covering Global Impact, Technology and Innovation, and Sports and Entertainment; an Insights Library spanning Wealth Management, Family Governance, Legacy & Storytelling, Philanthropy and Impact, and Lifestyle; and an events programming calendar. There is no proprietary technology platform disclosed — the offering is delivered through a Wix-hosted web community hub with no APIs, SDKs, or third-party integrations, and the organization does not disclose any AI or automation capabilities.

Revenue is generated entirely through recurring membership dues across multiple tiers, although pricing is not publicly disclosed. Go-to-market is community-led and event-driven, with member acquisition through the FOA website (familyofficeassociation.us) and a maintained LinkedIn company page. Distribution is self-serve direct enrollment. The organization operates with a very small team (1–10 employees), reports no external investors or parent company, has no disclosed funding rounds or acquisitions, and shows no international operational footprint beyond English-language content targeted at family offices globally. Founder and CEO Angelo Robles leads the organization.

Family Office Association firmographics

Firmographics
Name
Family Office Association
Legal name
Family Office Association
Website
https://familyofficeassociation.com
Company type
Private
Founded year
2005
Operating status
Operating
Headcount range
1–10 employees
Short description
Family Office Association is a private, Greenwich-based membership organization founded in 2005 that provides tiered subscription access to education, peer networking, and thought leadership content for single family offices, entrepreneurs, and high-net-worth individuals.
Ownership category
akta.pro rank

Family Office Association industry classification

Industry
Product category
Family Office Membership Services
NAICS
Business Associations (813910)
SIC
Services-Membership Organizations (8600)
akta.pro primary industry
Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
akta.pro secondary industries
Next-Gen Education & Family Learning Programs (FSAAADAM), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

  • Family office membership
  • Wealth management education
  • High-net-worth networking
  • Legacy planning resources
  • Peer community forums

Where Family Office Association is headquartered

Location

Headquarters

HQ city
Greenwich
HQ country
United States
HQ region
North America

Markets served

Family Office Association business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Revenue model

  1. Membership Dues: FOA generates revenue through tiered membership subscriptions that provide access to exclusive resources, events, top speakers, and peer communities. Various membership tiers offer different levels of access and benefits.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Family Office Association product offering

Product offering

Core offering

Family Office Association operates a tiered Membership Program that gives single family offices, entrepreneurs, and high-net-worth individuals access to exclusive resources, events, and expert speakers. Members can also participate in the Resource Council to shape content, speakers, and topics, and join Peer Communities focused on themes such as Global Impact, Technology and Innovation, and Sports and Entertainment. The association explicitly does not provide investment, tax, legal, or financial advice.

Product overview

Family Office Association is a membership-based affinity organization offering a unified platform of services for single family offices, entrepreneurs, and high-net-worth individuals. The core offerings include a tiered Membership Program providing access to exclusive resources and events, a Resource Council for thought leadership and industry shaping, and Peer Communities organized around topics like Global Impact, Technology and Innovation, and Sports and Entertainment. These are supported by an Insights Library featuring educational content on wealth management, family governance, legacy planning, and philanthropy. The organization positions itself as a forum for exchanging information of mutual interest rather than a provider of investment, tax, legal, or financial advice.

Differentiator

Problem solved

Functional benefit

Products and services

  • Membership Program Tiered membership program providing single family offices, entrepreneurs, and high-net-worth individuals with access to exclusive resources, events, and top speakers across industries.
  • Resource Council Thought leadership and advisory council allowing members to contribute content, ideas, topics, speakers, and venues that shape the direction of the Family Office Association.
  • Peer Communities Topic-focused community groups for members, covering areas such as Global Impact, Technology and Innovation, and Sports and Entertainment, aimed at driving positive change and shared learning.

Companies that use Family Office Association

Customer profile

Segments3 records

Ideal customer profiles2 records

Family Office Association technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Family Office Association partnerships and signals

Strategic signal

Recent moves5 records

Expansion highlights4 records

Family Office Association competitors and assessment

Company assessment

Direct peers

  • Family Office Exchange (FOX): One of the largest membership-based communities serving single and multi-family offices with peer learning, research, and events. Directly comparable to FOA as a dedicated family-office membership and education platform.
  • Tiger 21: Peer-to-peer learning and investment network for high-net-worth individuals and single family offices, organized around local groups and asset-allocation education. Highly comparable membership model and target audience to FOA.
  • Campden Wealth: Research, events, and membership organization serving ultra-high-net-worth families and family offices globally. Overlaps directly with FOA's education, events, and networking offerings for family offices.
  • Institute for Private Investors (IPI / iConnections): Membership community for ultra-high-net-worth investors and family offices offering peer collaboration, research, and educational events. Closely comparable to FOA's mission of connecting family offices for shared learning.
  • Family Wealth Alliance: Membership network focused on ultra-high-net-worth families and their advisors, providing peer exchange, research, and conferences. Comparable to FOA in audience and community-led value proposition.

Broad incumbents

  • YPO (Young Presidents' Organization): Global peer network for CEOs and executives that includes significant programming for family-business and wealth-transition topics. Broader than FOA but overlaps on peer learning, forums, and events for principal-level decision makers.

Emerging players

  • Opal Group (Family Office & HNW Events): Conference producer focused on family-office and HNW investor events, particularly in alternative investments. Partial overlap with FOA's events business but a more events-centric (less membership-centric) model.
  • Family Office Insights: Digital media and community platform for family-office principals, featuring content and virtual events. Overlaps with FOA's Insights Library and Peer Communities but lighter on structured membership tiers.
  • Constellation Wealth Capital: Multi-family office providing wealth management and family services with educational programming for clients. Comparable audience and educational mission to FOA but delivered through an advisory rather than membership model.

Others

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Family Office Association social profiles

Digital presence

Family Office Association financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Family Office Association leadership team

Management profile

Number of profiles

Profiles1 record

Family Office Association funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Family Office Association M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Family Office Association

What does Family Office Association do?

Family Office Association operates a tiered Membership Program that gives single family offices, entrepreneurs, and high-net-worth individuals access to exclusive resources, events, and expert speakers. Members can also participate in the Resource Council to shape content, speakers, and topics, and join Peer Communities focused on themes such as Global Impact, Technology and Innovation, and Sports and Entertainment. The association explicitly does not provide investment, tax, legal, or financial advice.

Is Family Office Association a public or private company?

Family Office Association is a private company. It is classified as unknown and is currently operating.

When was Family Office Association founded?

Family Office Association was founded in 2005. It employs 1 to 10 people.

Where is Family Office Association based?

Family Office Association is headquartered in Greenwich, United States, in the North America region.

How does Family Office Association make money?

One revenue line is on record: membership Dues.

Who are Family Office Association's main competitors?

Direct peers on record are Family Office Exchange (FOX), Tiger 21, Campden Wealth, Institute for Private Investors (IPI / iConnections) and Family Wealth Alliance. YPO (Young Presidents' Organization) is listed as a broad incumbent. Emerging players are Opal Group (Family Office & HNW Events), Family Office Insights and Constellation Wealth Capital. Private Asset Management (PAM) / Clearview Financial Media is listed as an others.

Does Family Office Association have an API?

No public API is recorded for Family Office Association.

What industry is Family Office Association in?

Family Office Association's product category is Family Office Membership Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAM, Next-Gen Education & Family Learning Programs. Its NAICS code is 813910 and its SIC code is 8600.

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