Family-office network · Family offices · HNW networks
Family Office Association
Single family offices, the ultra-high-net-worth families behind them, and (through a separate tier) innovator companies seeking family office capital
A profile page holds what the organization publishes and what named sources report: who it admits, what it costs, how it is structured, where it operates, and how it has changed. Every figure carries the date it was checked. A dash means the organization does not publish that fact.
Founding — 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.
How it works
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.
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.
Membership requirements
Requirements in detail, with history →Requirements are the tests the organization itself publishes — an age ceiling, a company-revenue floor, a net-worth minimum, a role. Where a figure straddles a range, the organization's own assessment decides. Local chapters can apply stricter tests than the published standard.
| Criterion | Published requirement | Provenance |
|---|---|---|
| Minimum investable assets | Family Office membership: assets under management typically exceeding USD 100 million, with well-structured assets | 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 | 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 | Verified September 2026High confidenceSource ↗ |
Published criteria as verified on the dates shown. Final eligibility and admission decisions belong entirely to Family Office Association. See how you compare against these criteria →
Initiation fees are paid once on joining; dues recur. Chapter dues, retreats, travel and events are usually additional and are listed separately when the organization discloses them. Figures are as published or reported on the date shown — not quotations.
| Cost | First year | Three years | Provenance |
|---|---|---|---|
| Annual dues | Not publicly disclosed. FOA publishes three membership tiers but no price for any of them. | Source ↗ | |
Structure and programming
Independent context
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.
Editorial analysis by Peer Group Guide editors. It is separated from the record above and follows the editorial policy.
Similar organizations
Alternatives, grouped by need →Appears in: Networks for US$10 million and above, by wealth band · Family-office networks: how to tell the peer networks from the sales rooms
History and changes
Site-wide change log →- 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 ↗
Milestones as published by the organization or reported by a named source. “Record” entries are changes to this site’s own record of the organization, kept in the public change log rather than overwritten.
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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.
Is something wrong or out of date?
Represent Family Office Association? Verified representatives can submit corrections to fees, criteria, chapters and contact details, and add approved material. Submissions are reviewed by an editor and shown as organization-supplied; they never overwrite independent research.