Family Office Association 会员资格要求

所有标准 Family Office Association 所发布的数据均附来源、核实日期及置信度，并保留历史数据，以便追溯各项指标的变化情况。

请将准入要求视为组织公布的最低门槛，而非承诺。营收要求可能针对不同商业类型存在替代版本，分会可设置更严格的本地标准，而仅限受邀入会的机构所公布的条件描述的是成员特征，而非录取标准。

当前已公示的入会标准

4 行数

标准	已公布要求	备注	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	FOA describes this as typical rather than as an absolute cut-off, and also requires a family office in place or being established.	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	No numeric threshold is published for this tier.	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	Innovator membership is open to companies from seed stage through Series C and beyond.	已验证 September 2026高度置信来源 ↗

入会流程说明

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

有时

Sponsor required

有时

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

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.

您是否似乎满足相关要求？

资格评估工具将这些记录与您所填写的区间信息进行比对，并说明哪些标准显示为已满足、待核实或未满足。查看您的简介

若否: 的替代选择 Family Office Association — CCC Alliance, Institute for Private Investors, Family Office Exchange, Family Office Networks.

最近验证时间: 6 September 2026 报告本页错误

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.