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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
The ImPact
Family principals and the senior staff of their family offices and foundations who want to align family capital with their values
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; The ImPact: No published role or title.
- Minimum investable assets: Family Office Association: Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets; The ImPact: 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.; The ImPact: Not publicly disclosed. The organisation states it is funded through members' contributions and grants or donations from philanthropists, but publishes no figures..
并排对比
| Family Office Association | The ImPact | |
|---|---|---|
| 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.) | 2014 (Co-founded by Josh Cohen, Justin Rockefeller and Liesel Pritzker Simmons.) |
| 总部 | Greenwich, United States | United States |
| Geographic footprint | Headquartered in Greenwich, Connecticut, with a membership FOA describes as global | Members in 23 countries across five continents; staff based in New York, London, Singapore, Santiago, São Paulo, Paris and elsewhere with no single office |
| 成员 | Not publicly disclosed | 90as of September 2026 |
| 分会 | No chapters; members are organised into topic-based Peer Communities rather than geographic units. | No chapters; the network runs regional convenings rather than standing local branches |
| 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 and the senior staff of their family offices and foundations who want to align family capital with their values |
| 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 rather than individuals. Membership covers family principals and their senior family office and foundation staff. The organisation states that members collectively invest billions of dollars in line with their values. |
| 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 ↗ | No published role or title |
| 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 | Not documented |
| 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. | There is no public application form. Prospective member families contact the team by email or through a general inquiry form to arrange an introductory call with a community manager, who explains membership. |
| 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. The organisation states it is funded through members' contributions and grants or donations from philanthropists, but publishes no figures.verified September 2026 · 来源 ↗ |
| 入会费 | Not publicly disclosed | Not publicly disclosedverified September 2026 |
| Membership term | Annual | Not documented |
| 结构 | ||
| Meeting frequency | Events through the year; frequency not published | Annual Strategy Summit and Leaders Forum, regional convenings, thematic events, immersive field trips, working groups and a Next Gen retreat |
| Peer forums | Peer Communities organised by theme (for example global impact, technology and innovation, sports and entertainment) rather than fixed confidential forum groups | Working groups on themes; regional convenings; curated one-to-one peer introductions; a Next Gen retreat for younger family members |
| Confidentiality | Not publicly disclosed | Not publicly disclosed. Community principles describe open and honest sharing among members and courageous conversations creating mutual accountability. |
| Time commitment | Not documented | Not documented |
| Organized as | Event-focused, Virtual | Virtual, Event-focused, Forum-based |
| 保密式同伴论坛 | Yes | Yes |
| 本地分会 | No | No |
| 虚拟会员资格 | Not documented | Yes |
| 在线社区 | Partial | Yes |
| 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 | Yes |
| 出行 | Not documented | Yes |
| 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 | Yes |
| 投资议题讨论 | Yes | Yes |
| 投资机会 | Partial | Partial |
| 慈善公益部分 | Yes | 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: Family Office Association · The ImPact