TFOA Member Brochure
Welcome Letter
The Family Office Association (TFOA) was founded in 2007 during my tenure working as CIO for a large, multi-generational family office in Houston, TX. I wanted to find a network of like-minded peers who were willing to share ideas, knowledge, deal flow, and experience (with no sales agenda). Today, our group is a thriving community of single family office buy-side senior executives and principals who come together to hear from leading industry practitioners and policy experts, learn about cutting edge industry research, and share highly curated proprietary deal flow.
TFOA members are business owners and operators of some of the most successful companies in the world, as well as families who have enshrined their wealth in the form of dynastic trusts, which are managed and maintained through their family office. And because TFOA is not a commercial business, we have been able to retain alignment and trust that exists only within a pure peer network. Of course, it is through the support of high quality stakeholders that we can deliver exceptional research, education, and content to our highly curated community.
While there’s no clear AUM test for what constitutes a family office, members tend not to be actively soliciting on a regular basis. Since it is a peer network, we try to match members who are facing the same issues and challenges given the scale of their offices. At the end of the day, membership is as much about adhering to the culture, values, and principles of the group. More details, including an application form can be found on our website: https://tfoa.info/membership/
TFOA is open to a limited number of new members each year. Historically we’ve grown organically through referrals. Our growth has never strayed from our core mission: to serve the family office community. Our doors are always open to new members, but we will always maintain our high standards of qualification to ensure equally high standards of member experience.
If membership is something you are interested in, then we look forward to discussing further. Thank you.
Take care,
Marc J. Sharpe
Chairman & Founder
The Family Office Association
Overview
We are a private network of single family office principals and senior executives encompassing:
- 25% of billionaires in Texas
- 200+ single family office members
- 875+ single family offices in global network
Since our founding in 2007, TFOA has led the global single family office community by delivering:
- World-class educational content
- Unique networking opportunities
- Exceptional thought leadership
Six Core Values
Confidentiality
TFOA operates on an honor system which assumes members possess the highest level of integrity and will respect the privacy of others. Each member will hold in strict confidence information about and shared by other members.
Non-Solicitation
Members shall not solicit the clients or staff of other members nor shall they use TFOA for the purpose of promoting specific products or services from which they derive financial benefit on an ongoing basis.
Professionalism
Members shall at all times conduct themselves in a professional manner and shall represent TFOA and its members as such.
Cooperation
Our success depends on open communication and cooperation, supportive and trusted relationships among members.
Diversity
Our greatest strength comes from the diversity of our differences. TFOA is committed to cultivating and preserving a culture of inclusion and connectedness.
Trust
TFOA is based on open communication and trust to facilitate the free exchange of information among its members to serve their respective family offices better.
Membership
The group is for education, networking, pooling diligence, selective co-investment, and a resource for family office professionals to share ideas, deal flow and best practice.
Members of the group are not actively marketing products or services to other members, although co-investment activity does take place.
While there are no clear assets under management test for what constitutes a family office, our members tend to be in the nine and ten figures. These family groups control large industrial and commercial businesses and have significant investments throughout the world.
We host a closed-door, annual symposium for family office principals and professionals and occasionally have outside speakers present to the group. TFOA events are held under a strict code of conduct, and our meetings follow the Chatham House Rules.
We encourage qualified single family office professionals to apply for membership. Any information shared will be kept in strict confidence and is solely for the purpose of verifying eligibility to join the group.
Vision, Values, Mission
Vision
To serve as the world’s leading single family office community
Values
Confidentiality, Professionalism, Cooperation, Non-Solicitation, Diversity, Trust
Mission
To deliver thought leadership, highly curated educational content, and exceptional networking opportunities to the global single family office community
Member Benefits
TFOA is a trusted community for education, networking, pooling diligence, selective co-investment, and a resource for family offices to share ideas, deal flow and best practice.
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1 – Annual Symposium
100+ Single family office principals and professionals in attendance
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2 – Member Portal
Secure, password-protected website and smartphone app for virtual collaboration
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3 – Private Events
In-person and virtual manager and networking meetings
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4 – Unique Deal Flow
Co-investment among family office members plus shared diligence within group
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5 – Proprietary Content
White Papers plus economic commentary on a broad range of family office topics
Member Portal
Secure, password-protected website and mobile phone app for virtual collaboration that includes: member directory, calendar of events, member’s only discussion board, document management repository and more…
Symposium
TFOA’s Annual Single Family Office Symposium is a highly anticipated, private event for the global family office community to benefit from leading industry research and networking with like-minded peers. For this event, we curate a world-class lineup of policy experts and investment practitioners to share valuable insights on the latest research and ideas in the fields of public and private market investing and family office management.
Our annual symposium is the preeminent annual event for family offices from around the world to come together as an important community for capital formation and investment.
TFOA symposiums are invitation only. Prior symposiums have been an enormous success with 100+ single family office principals and professionals in attendance each year.
Prior Symposiums
Past Speakers
- David Bonderman – TPG
- Jeff Immelt – General Electric
- Tim Draper – Draper Associates
- Kyle Bass – Hayman Capital
- Ken Hersh – George W. Bush Presidential Center
- John Phelan – MSD Capital
- John Goff – Crescent Real Estate
- Paul Carbone – Pritzker Private Capital
- Anne Griffin Dias – Aragon Global Management
- Ray Washburne – Charter Holdings
- Dick Kramlich – New Enterprise Associates
- Mitch Kapor – Kapor Ventures
- Charles Tate – Capital Royalty
- Drew McKnight – Fortress Investments
- Peter Kraus – Aperture Investors
- Neil Bush – Neil Bush Global Advisors
- David Veal – Austin Employee Retirement System
- Randi Zuckerberg – Zuckerberg Media
- Adam Ross – Goldcrest Capital
- Gary Petersen – EnCap Investments
- Bill Vanderstraaten – Thackeray Partners
- John Frank – Oaktree Capital
- Kevin McCarthy – Kayne Anderson
- Arielle Zuckerberg – Coatue Ventures
- John Medved – OurCrowd
- Alex Roepers – Atlantic Capital
- Kathy Fisher – AllianceBernstein
- Allison Thacker – Rice Management Company
- Robert Sinnott – Kayne Anderson
- Bryan Sheffield – Formentera Partners
- Stanley Shopkorn – Hilltop Park
- Nicolas Rohatyn – The Rohatyn Group
- George P. Bush – Pine Cove Strategies
- Bill Montgomery – Quantum Energy Partners
- Josh Baer – Capital Factory
- Jim Lee – Texas Stock Exchange
- Peter Marber – Aperture Partners
- Bobby Tudor – TPH & Co.
- Rob Antoniades – Information Venture Partners
- Anastasia Amoroso – JP Morgan Chase & Co
- Rob Jasminski – Citi Investment Management
- Chris Brightman – Research Affiliates
- Edward Djerejian – Baker Institute
- Colin Fenton – 22V Research
- Jeff Chamberlain – Volta Energy Technologies
- David Gerstenhaber – Argonaut Capital
- Ron Rittenmeyer – Tenet Healthcare
- Dick Levinson – Canaras Capital
- Andre Perold – HighVista Capital
- Hossam Elbadawy – SCF Partners
World Class Partners
Symposium Testimonials
“This was the best family office conference I’ve been to.”
“First class event with an amazing group of family office principals and professionals and highly relevant speakers.”
“The TFOA event is probably on top due to quality of speakers and attendees. In other situations, there typically are many service providers and small sponsors, and while that can have value, the TFOA Symposium provides something different and at a higher level.”
“I thought it was a great event – the best family office-only event I’ve ever attended. Thanks for having me and I look forward to participating in future events.”
“This was one of the most compelling events I’ve attended. In some other events, it’s partly a sales environment – which can tire me out, candidly. TFOA Symposium was relaxed and allowed for candor/relationship building.”
“It was definitely worth it and one of the better events I have attended in the past few years. I enjoyed its size (small enough, but with enough scale to make it worthwhile from a networking standpoint).”
“All around, it was a great, well-planned event with lots of valuable learning and networking opportunities… and I’m extremely appreciative to be able to participate.”
How to Apply
We encourage qualified single family offices to apply for membership at www.tfoa.info/membership
Qualifications:
- Single Family Office only
- Principal or Senior Family Office Professional
- Not Actively Selling any Product or Service
Committed to:
- Active Engagement
- Our Membership Principles
- Operate with Strict Confidentiality
TFOA’s culture of trust ensures members develop strong bonds of friendship with like-minded peers and receive impartial advice in a safe and confidential environment.
