Family Office Association · Requirements

Family Office Association membership requirements

Every criterion Family Office Association publishes, with its source, the date it was verified and how confident we are in it — plus superseded figures, so you can see how the tests have moved.

A boardroom with a blurred family portrait on the far wall — Illustration

Read a requirement as the organization's published floor, not as a promise. A revenue test may have alternative versions for different business types, chapters can set stricter local tests, and invitation-only bodies publish criteria that describe members rather than admit them.

Current published criteria

4 rows

Criterion	Published requirement	Note	Provenance
Minimum investable assets	Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets	FOA describes this as typical rather than as an absolute cut-off, and also requires a family office in place or being established.	Verified September 2026High confidenceSource ↗
Role or title	Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focus		Verified September 2026High confidenceSource ↗
Other criterion	On the Rise membership: individuals and families demonstrating a clear trajectory toward significant wealth accumulation and committed to establishing a family office equivalent	No numeric threshold is published for this tier.	Verified September 2026High confidenceSource ↗
Invitation	Innovator membership requires either an invitation from an existing FOA member or approval through a formal application process and reference check	Innovator membership is open to companies from seed stage through Series C and beyond.	Verified September 2026High confidenceSource ↗

How admission works

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.

Invitation required

Sometimes

Sponsor required

Sometimes

Selectivity

Not publicly disclosed

Membership term

Annual

Primary audience

Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital

Typical member

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.

Do you appear to meet them?

The qualification tool reads these rows against a profile you give in ranges and explains which criteria appear met, unclear or unmet. Check your profile

If not: alternatives to Family Office Association — CCC Alliance, Institute for Private Investors, Family Office Exchange, Family Office Networks.

Last verified: 6 September 2026 Report an error on this page

Sources

Family Office Association — Wealth. Legacy. Community., Family Office Association. Accessed 6 September 2026.tier 1
About FOA — Family Office Association, Family Office Association. Accessed 6 September 2026.tier 1
Membership — Family Office Association, Family Office Association. Accessed 6 September 2026.tier 2
Angelo Robles leaves Family Office Association, Crain Currency. Accessed 6 September 2026.tier 6
Family Capital speaks to Angelo Robles of the Family Office Association, Family Capital, June 2018. Accessed 6 September 2026.tier 6

Source tiers follow the published hierarchy: 1 official site · 2 official membership materials · 3 application documents · 4 annual reports · 5 government filings · 6 reliable business publications · 7 credible interviews · 8 other reputable secondary sources. Sources and data policy.