SERVING SINGLE FAMILY OFFICES SINCE 2007

Forums

  • TFOA Forums are a diverse group of TFOA Members (i.e. Single Family Office peers) who meet regularly to share ideas and experiences in multiple areas of their lives.
  • Forums create immediate and meaningful connections among TFOA Members and are one of the many ways our members build trust.
  • Six Essential Forum Success Principles guide how Members interact with each other:
    • Membership
    • Cooperation
    • Confidentiality
    • Non-Solicitation
    • Professionalism
    • No Conflict of Interest
  • TFOA takes an active role in identifying Forum Members and ensuring vibrant, diverse and engaged Members.
  • Forum Members are matched based on the following:
    • Areas of Interest
    • Areas of Expertise
    • Investment Experience
    • Personality Profile
  • TFOA provides Forum Members with world class investment talent and functional experts from the world’s most respected and successful institutions.
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