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Family Office Association vs Resource Generation
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Terverifikasi September 2026
Jaringan kantor keluarga
Terverifikasi 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
Jaringan filantropi
Resource Generation
People aged 18 to 35 in the United States who have access to wealth or class privilege placing them in the top 10 per cent by net wealth or income, and who want to redistribute…
Yang dicatat dalam dokumen
- Maximum age at joining: Family Office Association: No published maximum age at joining; Resource Generation: The core constituency is 18 to 35 year olds; members over 35 move to the Alumni track.
- Minimum age: Family Office Association: No published minimum age; Resource Generation: Constituent and Stepping Stone membership are for people aged 18 to 35; an Alumni track exists for those 36 and over.
- 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; Resource Generation: No published role or title.
- Minimum net worth: Family Office Association: No published minimum net worth; Resource Generation: Family net wealth of $1 million or more is one of the qualifying tests for access to wealth.
- Annual dues: Family Office Association: Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.; Resource Generation: $500 a year.
Berdampingan
| Family Office Association | Resource Generation | |
|---|---|---|
| Profil | ||
| Jenis | Family-office network | Philanthropic network |
| Didirikan | 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.) | 1997 (Resource Generation traces its origins to a 1995 gathering of New England donors and activists that became a collaborative in 1996. It was established as Comfort Zone in 1997 and formally renamed Resource Generation in 2000, with an office in Cambridge. It operated under fiscal sponsorship for 17 years before becoming an independent 501(c)(3) in 2015.) |
| Kantor pusat | Greenwich, United States | United States |
| Geographic footprint | Headquartered in Greenwich, Connecticut, with a membership FOA describes as global | United States, with more than 18 local chapters; the published chapter list names 21 cities and states from Maine to Los Angeles |
| Anggota | Not publicly disclosed | 1,100as of September 2026 |
| Cabang | No chapters; members are organised into topic-based Peer Communities rather than geographic units. | 18 |
| Primary audience | Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital | People aged 18 to 35 in the United States who have access to wealth or class privilege placing them in the top 10 per cent by net wealth or income, and who want to redistribute rather than grow that wealth |
| Anggota tipikal | 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 young people with inherited or earned wealth in the top decile of the US economy. Qualification runs through personal income at roughly the 90th percentile for the member's state (around $105,000 nationally, ranging from about $82,000 to $248,000 by cost of living), significant personal net financial assets, or family wealth: family net wealth of $1 million or more, parental income in the top decile, or ownership of a family foundation. A high net wealth designation covers the top 1 per cent: $1 million or more in liquid assets, an anticipated inheritance of $5 million, or family net wealth of $10 million or more. |
| Qualification | ||
| Usia maksimum saat bergabung | No published maximum age at joining | The core constituency is 18 to 35 year olds; members over 35 move to the Alumni trackverified September 2026 · sumber ↗ |
| Usia minimum | No published minimum age | Constituent and Stepping Stone membership are for people aged 18 to 35; an Alumni track exists for those 36 and overRG states that people aged 18 to 35 with wealth and class privilege are at a pivotal stage for making a lifelong commitment to social movements.verified September 2026 · sumber ↗ |
| Peran atau jabatan | Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focusverified September 2026 · sumber ↗ | No published role or title |
| Kekayaan bersih minimum | No published minimum net worth | Family net wealth of $1 million or more is one of the qualifying tests for access to wealthAlternatives include a parent's income in the top 90th percentile (median around $185,000 for ages 45–65), ownership of a family foundation, or, internationally, $1 million or more in land value, major business interests, or ruling-elite status.verified September 2026 · sumber ↗ |
| Aset yang dapat diinvestasikan minimum | 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 · sumber ↗ | No published minimum investable assets |
| Pembatasan geografis | No published geographic restriction | United StatesRG organises young people with access to wealth in the US; its criteria include an international variant for family wealth held abroad.verified September 2026 · sumber ↗ |
| Invitation required | Sometimes | No |
| Sponsor required | Sometimes | No |
| 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 complete an online intake form, choose the membership track matching their age and access to wealth, pay dues and are connected to a local chapter. There is no vetting committee, sponsorship requirement or interview described; the qualification is self-assessed against RG's published wealth and income percentile thresholds, and the site links to external percentile calculators. |
| Selectivity | Not publicly disclosed | Not publicly disclosed: RG publishes detailed qualification thresholds but no screening or acceptance process. The tests are self-applied. |
| Biaya | ||
| Iuran Tahunan | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · sumber ↗ | $500 a yearStandard baseline constituent membership dues are $500 a year. RG asks all members, including alumni, to contribute 5 to 10 per cent of their overall annual giving as dues, so members who give more pay more; those for whom $500 is prohibitive may select "other" and pay the percentage instead.verified September 2026 · sumber ↗ |
| Biaya inisiasi | Not publicly disclosed | No joining fee is published.verified September 2026 |
| Membership term | Annual | Annual |
| Struktur | ||
| Meeting frequency | Events through the year; frequency not published | Chapter organising through the year, all-member programming, webinars and calls, plus national conferences and campaigns |
| Peer forums | Peer Communities organised by theme (for example global impact, technology and innovation, sports and entertainment) rather than fixed confidential forum groups | Local chapters are the primary unit, supported by chapter and interest-specific listservs. A National Member Council, open to any member, shapes organisational strategy. No confidential facilitated peer-forum structure is published. |
| Confidentiality | Not publicly disclosed | Not publicly disclosed |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Virtual | Chapter-based, Event-focused, Virtual |
| Forum sejawat rahasia | Yes | Partial |
| Cabang-cabang lokal | No | Yes |
| Keanggotaan virtual | Not documented | Yes |
| Komunitas daring | Partial | Yes |
| Direktori anggota | Not documented | Partial |
| Acara | Yes | Yes |
| Pemrograman | ||
| Program pendidikan | Yes | Yes |
| Pengembangan kepemimpinan | Not documented | Yes |
| Retret | Not documented | Yes |
| Perjalanan | Not documented | No |
| Program keluarga | Yes | Partial |
| Program untuk pasangan | Not documented | No |
| Program generasi berikutnya | Not documented | Yes |
| Diskusi investasi | Yes | Partial |
| Peluang investasi | Partial | No |
| Komponen filantropi | Yes | Yes |
| Penekanan pada jaringan | High | Medium |
| Penekanan sosial | Medium | Medium |
Berikutnya
Terakhir diverifikasi: belum ditinjau
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