तुलना · 9 सारभूत अंतर
Family Office Association vs Family Office Exchange
यह तुलना अनुरोध पर अभिलेखों से तैयार की गई है। इस पर कोई संपादकीय निर्णय नहीं है और यह अनुक्रमित नहीं है। प्रकाशित तुलनाएँ तुलना पृष्ठ.
एक संगठन के लिए प्रत्येक स्तंभ को नीचे पढ़ें, अंतर के लिए एक पंक्ति में पढ़ें। किसी कक्ष के बाईं ओर कांस्य चिह्न का अर्थ है कि संगठन उस पंक्ति पर भिन्न हैं। डैश या "प्रकाशित नहीं" का अर्थ है कि संगठन यह तथ्य प्रकट नहीं करता; यह शून्य नहीं है।
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
Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
अभिलेख क्या कहते हैं
- Role or title: 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; Family Office Exchange: Open to family principals, executives of single and multi-family offices, and approved advisers.
- Minimum investable assets: Family Office Association: Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets; Family Office Exchange: No published minimum investable assets.
- Annual dues: Family Office Association: Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.; Family Office Exchange: Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified..
साथ-साथ
| Family Office Association | Family Office Exchange | |
|---|---|---|
| प्रोफ़ाइल | ||
| प्रकार | Family-office network | Family-office network |
| स्थापित | 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.) | 1989 (Founded by Sara Hamilton as a peer network for family office executives, per the FOX history page.) |
| मुख्यालय | Greenwich, United States | Chicago, United States |
| Geographic footprint | Headquartered in Greenwich, Connecticut, with a membership FOA describes as global | Members in roughly 20-24 countries; staff based in Chicago, New York, Denver, Richmond, Pittsburgh, South Florida and Madrid |
| सदस्य | Not publicly disclosed | 450as of September 2026 |
| अध्याय | No chapters; members are organised into topic-based Peer Communities rather than geographic units. | Not publicly disclosed |
| Primary audience | Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital | Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth |
| विशिष्ट सदस्य | 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. | Members are families that own or oversee an operating enterprise or a dedicated family office, together with the executives who run those offices. FOX does not publish an asset floor, and its own materials describe the community in terms of role rather than wealth band. |
| Qualification | ||
| भूमिका या पदनाम | Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focusverified September 2026 · स्रोत ↗ | Open to family principals, executives of single and multi-family offices, and approved advisersFOX segments membership by constituency rather than by a wealth test.verified September 2026 · स्रोत ↗ |
| न्यूनतम निवेश-योग्य संपत्ति | 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 · स्रोत ↗ | No published minimum investable assets |
| Invitation required | Sometimes | No |
| Sponsor required | Sometimes | Not documented |
| Application process | 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. | Prospective members enquire through the FOX website, after which FOX opens a membership conversation and assesses the applicant against its own criteria. Non-members may first attend open workshops, public webcasts and virtual showcases. Council membership is a separate decision that requires a commitment to active participation and an additional fee. |
| Selectivity | Not publicly disclosed | Not publicly disclosed |
| लागत | ||
| वार्षिक शुल्क | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · स्रोत ↗ | Not publicly disclosed. FOX does not publish dues and begins a membership conversation on enquiry. Two secondary guides give incompatible estimates (roughly US$20,000-80,000 and roughly US$10,000-40,000 tiered); neither could be independently verified.verified September 2026 · स्रोत ↗ |
| कार्यक्रम शुल्क | Not publicly disclosed | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · स्रोत ↗ |
| Membership term | Annual | Annual |
| संरचना | ||
| Meeting frequency | Events through the year; frequency not published | Council meetings through the year plus forums, summits, workshops and webcasts |
| Peer forums | Peer Communities organised by theme (for example global impact, technology and innovation, sports and entertainment) rather than fixed confidential forum groups | Role-based Councils of approximately 20-25 peers (family leaders, family office CEOs, COOs, CFOs, investment staff, client-experience leads) |
| Confidentiality | Not publicly disclosed | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Virtual | Forum-based, Event-focused, Virtual |
| गोपनीय पीयर फ़ोरम | Yes | Yes |
| स्थानीय अध्याय | No | No |
| आभासी सदस्यता | Not documented | Not documented |
| ऑनलाइन समुदाय | Partial | Not documented |
| सदस्य निर्देशिका | Not documented | Not documented |
| कार्यक्रम | Yes | Yes |
| प्रोग्रामिंग | ||
| शैक्षणिक कार्यक्रम | Yes | Yes |
| नेतृत्व विकास | Not documented | Partial |
| आवासीय सत्र | Not documented | Not documented |
| यात्रा | Not documented | No |
| पारिवारिक कार्यक्रम | Yes | Yes |
| जीवनसाथी और साझेदार कार्यक्रम | Not documented | Not documented |
| अगली पीढ़ी की प्रोग्रामिंग | Not documented | Not documented |
| निवेश चर्चाएँ | Yes | Yes |
| निवेश के अवसर | Partial | Not documented |
| परोपकारी घटक | Yes | Not documented |
| नेटवर्किंग पर बल | High | High |
| सामाजिक प्राथमिकता | Medium | Low |
अगला
स्रोत
प्रत्येक पृष्ठ पर सूचीबद्ध स्रोतों से लिया गया: Family Office Association · Family Office Exchange