The Texas Family Office Association (“TFOA”) was founded in 2007, as an informal networking group for C-level Family Office Professionals. Over the ensuing years, a core group of members have met every month for breakfast, where we exchange ideas, share best practices, and discuss a broad range of economic, investment, and family office related issues.
TFOA now includes many of the largest and wealthiest families in North America and has evolved into a tight network of trusted friends and contemporaries. These family groups control large industrial and commercial businesses, and have significant investments throughout the USA, and around the world.
What distinguishes TFOA from the many other family office groups is that we’re a true peer network of single family office principals and professionals. A high level of trust has been built up within the group, and we adhere to a strict code of conduct around privacy and confidentiality. Members have developed strong bonds of friendship and trust.
Over time we’ve introduced a Private events program which allows the group to hear from world class speakers and investment managers on a wide range of topics. For these quarterly dinners, we’ve been fortunate to have experts in a host of areas from exceptional organizations across a broad swath of industrial, commercial, financial, and non-profit sectors.
We stay in touch in-between meetings through a virtual private network, developed by a family office, who recognized the need for families to share information via a secure online portal, and built an app to do just that. It’s proven to be a great way to share interesting research, and co-investment opportunities, among the group virtually.
In 2017, we hosted our Inaugural Single Family Office Symposium, in partnership with Rice University’s Baker Institute for Public Policy, ranked among the top university-affiliated think tanks in the world. This initial event was an enormous success with 100+ single family office principles and professionals in attendance, representing 80+ single family offices throughout North America. TFOA’s Symposiums are now recognized as preeminent events for the family office buy-side community to come together and benefit from leading industry research and networking. They cater to single family offices only — not registered investment advisers, broker dealers, multi-family offices, or sales representatives — and promote Texas as an important center for capital formation and investment.
For families and single family office professionals, they are an opportunity to hear from leading practitioners on family office and investment related issues, and learn about the latest policy research in the fields of private equity, energy, public finance, healthcare, entrepreneurship, etc.
We look forward to continuing to evolve and grow our network in a way that remains true to our core principles and adds value to our members.