Family Office Association · Persyaratan

Family Office Association persyaratan keanggotaan

Setiap kriteria Family Office Association menerbitkan, beserta sumbernya, tanggal verifikasi, dan tingkat keyakinan kami terhadapnya, serta angka yang telah digantikan, sehingga Anda dapat melihat bagaimana persyaratan telah berubah.

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

Baca persyaratan sebagai batas bawah yang dipublikasikan oleh organisasi, bukan sebagai jaminan. Persyaratan pendapatan dapat memiliki versi alternatif untuk jenis bisnis yang berbeda, cabang dapat menetapkan tolok ukur lokal yang lebih ketat, dan badan hanya-undangan mempublikasikan kriteria yang menggambarkan anggota, bukan yang mengakui mereka.

Kriteria yang dipublikasikan saat ini

4 baris

Kriteria	Persyaratan yang dipublikasikan	Catatan	Asal Usul Data
Aset yang dapat diinvestasikan minimum	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.	Terverifikasi September 2026Kepercayaan tinggiSumber ↗
Peran atau jabatan	Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focus		Terverifikasi September 2026Kepercayaan tinggiSumber ↗
Kriteria lain	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.	Terverifikasi September 2026Kepercayaan tinggiSumber ↗
Undangan	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.	Terverifikasi September 2026Kepercayaan tinggiSumber ↗

Cara penerimaan anggota bekerja

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

Terkadang

Sponsor required

Terkadang

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

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.

Apakah Anda tampak memenuhinya?

Alat kualifikasi membaca baris-baris ini terhadap profil yang Anda berikan dalam kisaran dan menjelaskan kriteria mana yang tampak terpenuhi, tidak jelas, atau tidak terpenuhi. Periksa profil Anda

Jika tidak: alternatif dari Family Office Association (CCC Alliance, Institute for Private Investors, Family Office Exchange, Family Office Networks).

Terakhir diverifikasi: 6 September 2026 Laporkan kesalahan pada halaman ini

Sumber

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

Tingkatan sumber mengikuti hierarki yang dipublikasikan: 1 situs resmi · 2 materi keanggotaan resmi · 3 dokumen aplikasi · 4 laporan tahunan · 5 dokumen pemerintah · 6 publikasi bisnis terpercaya · 7 wawancara dengan narasumber kredibel · 8 sumber sekunder terkemuka lainnya. Sumber dan kebijakan data.