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已验证 September 2026
家族办公室网络
已验证 September 2026 CCC Alliance
Single family offices and the families behind them
家族办公室网络
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
记录所示内容
- 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..
并排对比
| CCC Alliance | Family Office Association | |
|---|---|---|
| 档案 | ||
| 类型 | Family-office network | Family-office network |
| 成立于 | 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.) |
| 总部 | 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 |
| 成员 | Not publicly disclosed | Not publicly disclosed |
| 分会 | 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 |
| 典型会员 | 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 | ||
| 职务或职称 | Membership is restricted to families and individuals; brokers, consultants and financial advisers are excluded and there are no corporate membershipsverified September 2026 · 来源 ↗ | Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focusverified September 2026 · 来源 ↗ |
| 最低净资产 | 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 · 来源 ↗ | No published minimum net worth |
| 最低可投资资产要求 | 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 · 来源 ↗ |
| 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 |
| 费用 | ||
| 年度会费 | 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 · 来源 ↗ | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · 来源 ↗ |
| Membership term | Annual | Annual |
| 结构 | ||
| 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 |
| 保密式同伴论坛 | Yes | Yes |
| 本地分会 | No | No |
| 虚拟会员资格 | Not documented | Not documented |
| 在线社区 | Yes | Partial |
| 会员名录 | Not documented | Not documented |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Partial | Yes |
| 领导力发展 | Not documented | Not documented |
| 静修活动 | Not documented | Not documented |
| 出行 | No | Not documented |
| 家庭活动项目 | Not documented | Yes |
| 配偶与伴侣项目 | Not documented | Not documented |
| 新生代专项项目 | Not documented | Not documented |
| 投资议题讨论 | Yes | Yes |
| 投资机会 | Not documented | Partial |
| 慈善公益部分 | Not documented | Yes |
| 社交网络侧重点 | High | High |
| 社交导向 | Medium | Medium |
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来源
来源于各页面所列的参考资料: CCC Alliance · Family Office Association