比较 · 9 实质性差异
Family Office Association vs Family Office Exchange
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已验证 September 2026
家族办公室网络
已验证 September 2026 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
家族办公室网络
Family Office Exchange
Family principals, single- and multi-family office executives, and vetted advisers to substantial family wealth
记录所示内容
- 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..
并排对比
| Family Office Association | Family Office Exchange | |
|---|---|---|
| 档案 | ||
| 类型 | Family-office network | Family-office network |
| 成立于 | 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.) |
| 总部 | 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 |
| 成员 | Not publicly disclosed | 450as of September 2026 |
| 分会 | 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 |
| 典型会员 | 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 | ||
| 职务或职称 | 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 ↗ | 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 · 来源 ↗ |
| 最低可投资资产要求 | 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 ↗ | 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 |
| 费用 | ||
| 年度会费 | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · 来源 ↗ | 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 · 来源 ↗ |
| 项目费用 | Not publicly disclosed | Council membership carries a separate fee in addition to membership dues; the amount is not published.verified September 2026 · 来源 ↗ |
| Membership term | Annual | Annual |
| 结构 | ||
| 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 |
| 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 | Partial | Not documented |
| 会员名录 | Not documented | Not documented |
| 活动 | Yes | Yes |
| 编程 | ||
| 教育培训项目 | Yes | Yes |
| 领导力发展 | Not documented | Partial |
| 静修活动 | Not documented | Not documented |
| 出行 | Not documented | No |
| 家庭活动项目 | Yes | 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 | Partial | Not documented |
| 慈善公益部分 | Yes | Not documented |
| 社交网络侧重点 | High | High |
| 社交导向 | Medium | Low |
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来源
来源于各页面所列的参考资料: Family Office Association · Family Office Exchange