Comparação · 9 diferenças materiais
CCC Alliance vs Family Office Association
Esta comparação foi gerada sob demanda a partir dos registros. Não possui veredicto editorial e não é indexada. As comparações publicadas estão listadas em página de comparação.
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Verificado September 2026
Rede de family offices
Verificado September 2026 CCC Alliance
Single family offices and the families behind them
Rede de family offices
Family Office Association
Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital
O que os registos indicam
- Role or title: CCC Alliance: Membership is restricted to families and individuals; brokers, consultants and financial advisers are excluded and there are no corporate memberships; Family Office Association: Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focus.
- Minimum net worth: CCC Alliance: Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.; Family Office Association: No published minimum net worth.
- Minimum investable assets: CCC Alliance: No published minimum investable assets; Family Office Association: Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets.
- Annual dues: CCC Alliance: CCC Alliance confirms that annual dues support the organisation but does not publish the amount. A secondary guide estimates roughly US$5,000-15,000 a year; this could not be independently verified.; Family Office Association: Not publicly disclosed. FOA publishes three membership tiers but no price for any of them..
Lado a lado
| CCC Alliance | Family Office Association | |
|---|---|---|
| Perfil | ||
| Tipo | Family-office network | Family-office network |
| Fundado | 1994 (Founded by two family offices, per the CCC Alliance site. One secondary guide gives 2005; the organisation's own date is used here.) | 2007 (Sources give 2007 and 2008. Founder Angelo Robles is recorded as CEO from October 2008; a secondary directory gives a 2007 founding date. Could not be resolved from FOA's own pages, which do not state a founding year.) |
| Sede | Boston, United States | Greenwich, United States |
| Geographic footprint | United States; described by the organisation as America's largest private network of single family offices | Headquartered in Greenwich, Connecticut, with a membership FOA describes as global |
| Membros | Not publicly disclosed | Not publicly disclosed |
| Capítulos | No chapters; a single national network. | No chapters; members are organised into topic-based Peer Communities rather than geographic units. |
| Primary audience | Single family offices and the families behind them | Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital |
| Membro típico | Members are families and single family offices. CCC Alliance explicitly excludes brokers, consultants and financial advisers from membership, and publishes no wealth or asset threshold. | FOA's core tier targets families with a formal family office in place or being established, typically exceeding USD 100 million in assets under management with well-structured, diversified holdings. A second tier admits families on a trajectory toward that scale, and a third admits innovation companies. |
| Qualification | ||
| Função ou cargo | Membership is restricted to families and individuals; brokers, consultants and financial advisers are excluded and there are no corporate membershipsverified September 2026 · fonte ↗ | Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focusverified September 2026 · fonte ↗ |
| Patrimônio líquido mínimo | Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.Not publicly disclosed. A third-party guide estimates a typical entry point around USD 30 million, but CCC Alliance publishes no threshold and the estimate could not be independently verified.verified September 2026 · fonte ↗ | No published minimum net worth |
| Ativos investíveis mínimos | No published minimum investable assets | Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assetsFOA describes this as typical rather than as an absolute cut-off, and also requires a family office in place or being established.verified September 2026 · fonte ↗ |
| Invitation required | Sometimes | Sometimes |
| Sponsor required | Yes | Sometimes |
| Application process | A prospective member is normally introduced by an existing member. The candidate then contacts CCC Alliance to arrange either an individual meeting with staff or attendance at an event as a guest, after which the organisation evaluates whether there is a mutual fit. Members are expected to share the group's respect for privacy and to participate actively. | Prospective members select one of three tiers and apply through the FOA website. Only the Innovator tier has a published admission route: invitation by an existing member, or a formal application with a reference check. FOA does not publish an application process, interview stage or decision timetable for the Family Office and On the Rise tiers. |
| Selectivity | Not publicly disclosed | Not publicly disclosed |
| Custo | ||
| Anuidade | CCC Alliance confirms that annual dues support the organisation but does not publish the amount. A secondary guide estimates roughly US$5,000-15,000 a year; this could not be independently verified.verified September 2026 · fonte ↗ | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · fonte ↗ |
| Membership term | Annual | Annual |
| Estrutura | ||
| Meeting frequency | Not publicly disclosed | Events through the year; frequency not published |
| Peer forums | Peer collaboration among single family offices in a stated confidential, solicitation-free environment; specific group structure not published | Peer Communities organised by theme (for example global impact, technology and innovation, sports and entertainment) rather than fixed confidential forum groups |
| Confidentiality | The organisation states it maintains a comfortable, confidential and solicitation-free environment | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Forum-based, Virtual | Event-focused, Virtual |
| Fóruns confidenciais entre pares | Yes | Yes |
| Capítulos locais | No | No |
| Associação virtual | Not documented | Not documented |
| Comunidade online | Yes | Partial |
| Diretório de membros | Not documented | Not documented |
| Eventos | Yes | Yes |
| Programação | ||
| Programação educativa | Partial | Yes |
| Desenvolvimento de liderança | Not documented | Not documented |
| Retiros | Not documented | Not documented |
| Viagem | No | Not documented |
| Programação familiar | Not documented | Yes |
| Programação para cônjuges e parceiros | Not documented | Not documented |
| Programação para a próxima geração | Not documented | Not documented |
| Discussões de investimento | Yes | Yes |
| Oportunidades de investimento | Not documented | Partial |
| Componente filantrópico | Not documented | Yes |
| Ênfase em networking | High | High |
| Ênfase social | Medium | Medium |
Próximo
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Fontes
Obtido a partir das fontes indicadas em cada página: CCC Alliance · Family Office Association