Family Office Association · Requisiti

Family Office Association requisiti di iscrizione

Ogni criterio Family Office Association pubblica, con la relativa fonte, la data di verifica e il grado di attendibilità — oltre alle cifre superate, così da vedere come i dati siano cambiati nel tempo.

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

Si legga un requisito come la soglia minima pubblicata dall'organizzazione, non come una garanzia. Un criterio di fatturato può prevedere versioni alternative per diverse tipologie di impresa, i capitoli possono stabilire criteri locali più restrittivi, e gli enti su invito pubblicano criteri che descrivono i soci piuttosto che ammetterli.

Criteri pubblicati correnti

4 righe

Criterio	Requisito pubblicato	Nota	Provenienza
Patrimonio investibile minimo	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.	Verificato September 2026Elevata affidabilitàFonte ↗
Ruolo o titolo	Family Office membership requires a formal family office in place or being established, a diversified investment portfolio and a legacy-planning focus		Verificato September 2026Elevata affidabilitàFonte ↗
Altro criterio	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.	Verificato September 2026Elevata affidabilitàFonte ↗
Invito	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.	Verificato September 2026Elevata affidabilitàFonte ↗

Come funziona l'ammissione

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

A volte

Sponsor required

A volte

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

Socio tipico

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.

Risulti soddisfarli?

Lo strumento di qualificazione legge queste righe rispetto a un profilo fornito per fasce e indica quali criteri risultano soddisfatti, incerti o non soddisfatti. Verifica il tuo profilo

In caso contrario: alternative a Family Office Association — CCC Alliance, Institute for Private Investors, Family Office Exchange, Family Office Networks.

Ultima verifica: 6 September 2026 Segnala un errore in questa pagina

Fonti

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

I livelli delle fonti seguono la gerarchia pubblicata: 1 sito ufficiale · 2 materiali ufficiali per i soci · 3 documenti di candidatura · 4 rapporti annuali · 5 documenti governativi · 6 pubblicazioni economiche affidabili · 7 interviste credibili · 8 altre fonti secondarie autorevoli. Fonti e politica sui dati.