old 2021 Symposium

TFOA’s 7th Annual Single Family Office Symposium will be held this October

in partnership with SMU Cox School of Business in Dallas, TX

This will be a hybrid in-person and virtual event. Please see agenda below for details.

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, TFOA curates 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.

Full access to all Symposium sessions is given only to TFOA members in good standing. While registered investment advisors, broker dealers, open MFOs, service providers, and other sales representatives are not eligible to become TFOA members, all are welcome to attend the content portions of our Symposium

TESTIMONIALS

“I thought that 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.” (Austin SFO)

“I thought 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.” (Houston SFO)

“TFOA Symposium was relaxed and allowed for candor/relationship building” (San Antonio SFO)

“One of the better events I have attended in years. I enjoyed it’s size (small enough, but with enough scale to make it worthwhile from a networking stand point).” (Dallas SFO)

“The symposium was fantastic – thank you for the hard work and intentionality you put into making it a great event.” (Katy SFO)

“This was the best family office conference I’ve been to so far.” (Dallas SFO)

OPEN TRACK

View-only access to opening remarks, keynote address, and panel sessions delivered by industry leading experts.
A single-user link to attend the Symposium in a livestream Zoom Webinar format.
One small group networking session in private Zoom meeting rooms.
Exclusive access to Symposium content following the event.
Open to registered investment advisors, broker dealers, open MFO’s, and service providers.

MEMBER TRACK

APPLY HERE

All benefits included in TFOA membership including invitation to private events, symposiums, TFOA’s private member portal, and more.
View-only access to opening remarks, keynote address, and panel sessions delivered by industry leading experts.
Three small group networking sessions in private Zoom meeting rooms (including one exclusive session for single family office attendees only).
Exclusive access to Symposium content following the event.
Open to single family office principals and executives only.

PAST SYMPOSIUMS BROCHURES

6th Annual Family Office Symposium Dallas Spring 2021

Webinar Videos

5th Annual Family Office Symposium Dallas 2020

Webinar Videos

4th Annual Family Office Symposium Austin 2019

3rd Annual Family Office Symposium Houston 2019

2nd Annual Family Office Symposium Houston 2018

1st Annual Family Office Symposium Houston 2017

Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. Strong bonds of camaraderie within our peer group of single family offices are grounded in our Six Core Values: Confidentiality, Professionalism, Cooperation, Non-Solicitation, Diversity and Trust. While we embrace growth as our global family office relationships multiply, we preserve close friendships between members by hosting small group events and building trust at the individual level.