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Family Office Association vs Resource Generation

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Đã xác minh September 2026
Mạng lưới văn phòng gia đình

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

Đã xác minh September 2026
Mạng lưới từ thiện

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…

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Family Office AssociationResource Generation
Hồ sơ
Loại Family-office network Philanthropic network
Thành lập 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.)
Trụ sở chính 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
Thành viên Not publicly disclosed 1,100as of September 2026
Chi hội 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
Thành viên điển hình 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
Độ tuổi tối đa khi gia nhập 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 · nguồn ↗
Độ tuổi tối thiểu 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 · nguồn ↗
Vai trò hoặc chức danh Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focusverified September 2026 · nguồn ↗ No published role or title
Giá trị tài sản ròng tối thiểu 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 · nguồn ↗
Tài sản có thể đầu tư tối thiểu 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 · nguồn ↗ No published minimum investable assets
Giới hạn địa lý 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 · nguồn ↗
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.
Chi phí
Phí thành viên hằng năm Not publicly disclosed. FOA publishes three membership tiers but no price for any of them.verified September 2026 · nguồn ↗ $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 · nguồn ↗
Phí gia nhập Not publicly disclosed No joining fee is published.verified September 2026
Membership term Annual Annual
Cấu trúc
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
Các diễn đàn đồng cấp bảo mật Yes Partial
Các chi hội địa phương No Yes
Thành viên trực tuyến Not documented Yes
Cộng đồng trực tuyến Partial Yes
Danh bạ thành viên Not documented Partial
Sự kiện Yes Yes
Lập trình
Chương trình giáo dục Yes Yes
Phát triển lãnh đạo Not documented Yes
Hội nghị thường niên Not documented Yes
Du lịch Not documented No
Chương trình dành cho gia đình Yes Partial
Chương trình dành cho vợ/chồng và đối tác Not documented No
Lập trình thế hệ tiếp theo Not documented Yes
Thảo luận về đầu tư Yes Partial
Cơ hội đầu tư Partial No
Thành phần từ thiện Yes Yes
Trọng tâm kết nối High Medium
Trọng tâm xã hội Medium Medium
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Tiếp theo

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Nguồn

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