Business Services Industry
"Family Office Association" Launches to Address Wealth Preservation and Family Legacy Longevity for the Ultra High-Net-Worth Individual, Family Office and Family Business
Business Wire, May 2, 2008
Inaugural Event to be held in September
GREENWICH, Conn. -- Family Office Association (FOA) officially launched this month to address the unique needs of ultra high net worth (UHNW) individuals and families and educate the advisors and suppliers to improve performance of services to this market.
FOA's mission is to offer a broader spectrum of resources, connections, education, and advisory services for exceptionally successful individuals, families, foundations, family offices, and family firms around the world to ensure sustainable companies and family legacies for future generations to come.
FOA will provide research and actionable innovative strategies as well as deliver communications and face-to-face marketing programs for top tier wealth management, multi-family offices (MFO), non-profit organizations and luxury brands to acquire and retain high-net-worth customers and empower advisors and suppliers to be more profitable and effective in meeting their demanding needs.
"FOA desires to globally unify our constituency through a unique integrated approach by combining original investment opportunities, philanthropic initiatives, and lifestyle ventures to improve overall investment portfolio performance and ensure the legacy of the individual or family for the long term," stated A. J. Robles, Founder & CEO of the Family Office Association.
"By educating new entrepreneurs, family offices, and established family firms as well as the advisors and suppliers that support them, FOA provides the vital education and networking exchange to improve performance on both sides," said Susan Cunniffe of American Optical Family Office, a new member of FOA.
Through events, epublications, webinars, online resources, peer-to-peer connections, partnerships, and an advisory matching system, FOA will offer unique wealth building strategies and identify trends for our members to enhance their family heritage within these areas:
* Wealth Preservation
* Asset Protection
* Alternative Investments
* Philanthropic Planning
* Lifestyle Ventures
"UHNW individuals and families enjoy the finer things in life, but their lifestyle choices can also be a valuable investment for future sustainability," said Robles. FOA plans to showcase these venture opportunities through exclusive member-only events, including wine, art, real estate, horses and other investment options and educate members on how they can incorporate lifestyle enjoyments within their current investment portfolio.
One of the unique benefits provided for all of our members will be discounts and special offers for services and products negotiated on behalf of our members through FOA partnerships and alliances.
The first chapter to launch is located in Greenwich, CT, with future chapters planned for New York City, Boston, Palm Beach, Chicago, Dallas, Los Angeles, and San Francisco. FOA will also expand internationally with chapters in London, Dubai and Singapore.
Contact A. J. Robles for further information, or to join the association call 203-570-2898, or email at info@familyofficeassociation.org; www.familyofficeassociation.org.
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