档案页收录组织公开披露的信息及具名来源的报道：录取对象、费用结构、组织架构、运营地域及历史变化。每项数据均注明核实日期。破折号表示该组织未公开该信息。
创立 — 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.
Family Office Association is a Greenwich, Connecticut membership organisation for single family offices and ultra-high-net-worth families, founded by Angelo Robles in the late 2000s. It describes itself as an affinity group dedicated primarily to the interests of single family offices, and states explicitly that it does not offer investment, tax or legal advice and does not participate in the offer or sale of securities. Membership is structured in three tiers. Family Office membership is aimed at families typically exceeding USD 100 million in assets under management with an established or forming family office. On the Rise membership admits individuals and families on a clear trajectory toward significant wealth who are committed to building a family office equivalent. Innovator membership is for companies from seed through Series C and beyond, and requires either an invitation from an existing member or a formal application with reference checks. Programming runs through events, an insights library covering wealth management, family governance, philanthropy and legacy, a Resource Council of subject specialists, and Peer Communities on themes such as global impact, technology and innovation, and sports and entertainment. FOA publishes no membership prices.
运作方式
Members join one of three tiers and take part in events and thematic Peer Communities alongside a Resource Council of specialists who supply thought leadership. Content is delivered through an insights library organised by topic. Innovator-tier companies enter either by member invitation or by application with reference checks, which is the only admission route FOA describes in any detail.
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.
会员资格要求
详细要求及历史沿革 →准入要求是组织自身公布的审核标准——年龄上限、公司营收下限、净资产最低要求、职位要求。当数值处于区间边界时，由组织自行评估决定。本地分会可设置比公开标准更严格的要求。
| 标准 | 已公布要求 | 来源出处 |
|---|---|---|
| 最低可投资资产要求 | Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets | 已验证 September 2026高度置信来源 ↗ |
| 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 focus | 已验证 September 2026高度置信来源 ↗ |
| 其他标准 | On the Rise membership: individuals and families demonstrating a clear trajectory toward significant wealth accumulation and committed to establishing a family office equivalent | 已验证 September 2026高度置信来源 ↗ |
| 邀请函 | Innovator membership requires either an invitation from an existing FOA member or approval through a formal application process and reference check | 已验证 September 2026高度置信来源 ↗ |
已发布标准以图示日期为核实时间。最终资格认定及入会决定权完全归属于 Family Office Association. 查看您与这些标准的对比情况 →
入会费在加入时一次性支付；会费定期收取。分会会费、静修活动、差旅及各类活动费用通常为额外支出，如组织有所披露则单独列明。所有数字均以所示日期时的公开或报道数据为准——非报价。
| 费用 | 首年 | 三年 | 来源出处 |
|---|---|---|---|
| 年度会费 | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them. | 来源 ↗ | |
架构与项目设置
独立背景信息
FOA is the clearest example in this batch of a family office network that publishes an eligibility bar but not a price. The USD 100 million guideline for its core tier is stated on its own membership page, which is more than most peers disclose, but no dues figure exists anywhere in its public material. The organisation is also unusual in admitting companies seeking capital as a paying membership tier, which sits uneasily beside the solicitation-free posture that networks like CCC Alliance sell on - families joining should understand that some fellow members are there to raise money. The 2023 departure of founder Angelo Robles after a control dispute is a real discontinuity: the group that exists today is under different ownership from the one he built, and its current size is not disclosed.
编辑分析，作者： Peer Group Guide editors. 此内容与上方记录相互独立，位于其后 编辑政策.
类似组织
按需求分类的替代选项 →出现于: Networks for US$10 million and above, by wealth band · Family-office networks: how to tell the peer networks from the sales rooms
历史与变更
全站变更日志 →- milestoneAngelo Robles becomes founding CEO of Family Office Association in Greenwich, Connecticut ↗
- milestoneFounder Angelo Robles leaves the organisation after a dispute with an investor who obtained controlling interest ↗
由该组织公开发布或由具名来源报道的重要节点。"记录"条目指本站对该组织自身记录的变更，保存于公开变更日志中，而非覆盖原有内容。
迈出下一步
来源
- Family Office Association — Wealth. Legacy. Community., Family Office Association. 访问时间 6 September 2026.层级 1
- About FOA — Family Office Association, Family Office Association. 访问时间 6 September 2026.层级 1
- Membership — Family Office Association, Family Office Association. 访问时间 6 September 2026.层级 2
- Angelo Robles leaves Family Office Association, Crain Currency. 访问时间 6 September 2026.层级 6
- Family Capital speaks to Angelo Robles of the Family Office Association, Family Capital, June 2018. 访问时间 6 September 2026.层级 6
来源等级遵循以下公开层级：1 官方网站 · 2 官方会员材料 · 3 申请文件 · 4 年度报告 · 5 政府备案文件 · 6 可靠的商业出版物 · 7 有据可查的访谈 · 8 其他信誉良好的二手资料。 来源与数据政策.
是否存在错误或过时信息？
表示 Family Office Association? 经核实的机构代表可提交费用、准入条件、分会及联系方式的更正，并补充经批准的材料。提交内容经编辑审核后，以"机构提供"标注呈现，不会覆盖独立研究成果。