FOA Benefits Of Membership Brochure
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The Family Office Association seeks to establish and sustain the most trusted and respected global membership organization exclusively focused on providing resources, education and guidance for single family offices and individuals and families of wealth. FOA hosts peer-to-peer roundtables, monthly breakfast forums, and member-led peer groups to share best practices for maintaining multi-generational family wealth using a foundation of values, education and purpose through their own customized single family office. Membership is by invitation only and information will be kept absolutely confidential with no exceptions.
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FOA Benefits Of Membership Brochure
- 1. Benefits of Membership !"#$%&'()*+',--.*$"/.0 122'3+-4'5640"#',7+06+8'96$4+':22 ;<++0=$*>8'?.00+*/*64'2@AB2 ===CD"#$%&.)*+"--.*$"/.0C*.#
- 2. FOA seeks to provide the combination of privacy and openness where relationships of trust can grow E'''F''''''''!(,'G+0+H4-'.D'I+#J+<->$K
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
- 6. (^N'I99(Y' !"#$%&'()*$+,-#$.//0-(&102$?0#/$20=$/#))D$7#>#7D$07$ 7#-0''#2?$&2*$(2<#/='#2=/D$>;2?/D$07$/#7<(-#/$0>$ %&'()*$ +,-#$ .//0-(&102`/$ '(//(02$ (/$ =0$ 6#$ ="#$ '0/=$ =7;/=#?$ &2?$ 7#/8#-=#?$ 5)06&)$ '#'6#7/"(8$ &2*$J(2?A$%+.$?0#/$20=$-0))#-=$&2*$7#<#2;#$0;=/(?#$ 075&2(9&102$ #:-);/(<#)*$ >0-;/#?$ 02$ 870<(?(25$ 0>$'#'6#7$?;#/$&2?$7#/0;7-#$-0;2-()$;2?#7@7(125$ 7#/0;7-#/D$ #?;-&102$ &2?$ 5;(?&2-#$ >07$ 5)06&)$ >##/A$Q#'6#7$(2>07'&102$@())$6#$J#8=$&6/0);=#)*$ /(25)#$ >&'()*$ 0,-#/$ &2?$ (2?(<(?;&)/$ &2?$ >&'()(#/$ -02H?#21&)$@(="$20$#:-#8102/A$ 0>$ @#&)="A$ %+.`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`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
- 7. Family Office Association’s mission is to be the most trusted and respected global membership organization exclusively focused on providing resources, education and guidance for global single family offices and individuals and families of wealth !(,'G+0+H4-'.D'I+#J+<->$K''''''''F'''_
- 8. Now, more than ever, wealthy families need to consolidate their investments and manage their business and family affairs more efficiently, effectively and privately to sustain their wealth and preserve their legacy for generations A'''F''''''''!(,'G+0+H4-'.D'I+#J+<->$K
- 9. !"#$ 0a#2K0<#7)00J#?$ ('807=&2-#$ 0>$ >&'()*$ 0,-#$ 870<(?(25$ &$ 80/(1<#$ 2#=@07J(25$ #:8#7(#2-#$ &2?$ =#-"20)05*$ &2?$ ="#$ H2?(25$ 0>$ J#*$ 8#7/022#)$ &7#$ 6;()?(25$ /=7025$ -022#-102/$ >07$ >&'()(#/$ &2?$ G%+$ #:8)07#?D$(2$&??(102$=0$@&*/$=0$'&2&5#$#:8#2/#/A$ 870>#//(02&)/$ 02$ ="#$ )0-&)$ )#<#)$ &2?$ 6#*02?A$ B#$ C;(?&2-#$ (/$ 870<(?#?$ 6*$ /0'#$ #:&'8)#/$ 0>$ &)/0$ >#)=$ ="#7#$ @&/$ &$ ?#/(7#$ >07$ &2$ #21=*$ ="&=$ /;--#//>;)$ >&'()*$ 0,-#/$ ="&=$ "&<#$ >0;2?$ @&*/$ =0$ >0-;/#?$02$="#$6(7="D$-&7#$&2?$>##?(25$0>$="#$/(25)#$ (2=#57&=#$="#$&/=;=#$&2?$@(/#$'&2&5#'#2=$0>$="#$ >&'()*$ 0,-#A$ T>$ ="#7#$ @&/$ &$ 8)&-#$ >07$ &$ /#7(0;/$ >&'()*$ )#5&-*$ @(="$ '0?#72$ '#="0?/A$ .$ >#@$ J#*$ &2?$ /=7;-=;7#?$ #:-"&25#$ @(="(2$ &$ /'&))D$ /#)#-=$ -02/(?#7&102/$ >07$ #/=&6)(/"(25$ &$ G%+$ #:8)07#?$ (2$ '#'6#7/"(8$ &2?$ (>$ @#$ -0;)?$ 870<(?#$ ="#$ _;&)(=*$ ="#$@"(=#$8&8#7$(2-);?#Z$ 0>$ -02=#2=$ ="#/#$ >&'()(#/$ ?#'&2?$ &2?$ ?#/#7<#D$ ="#2$ @#$ '(5"=$ 6#$ &6)#$ =0$ /;88)*$ 7#&)$ <&);#$ &2?$ `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`/$ &2?$ >&'()*$ 0,-#$ 6#/=$ 87&-1-#/A$ B#$ "&<#$ 7#5;)&7$ (2<#/='#2=/A$ .$ >&'()*$ 0>$ @#&)="$ /"0;)?$ -02/(?#7$ 67#&J>&/=$&2?$);2-"$'##125/$#<#7*$'02="$=0$)#&72$ &2$G%+$=0$7#?;-#$7(/J/$&2?$=&J#$&?<&2=&5#$0>$2#@$ >70'$ 02#$ &20="#7$ &2?$ "#&7$ #:8#7=/$ /"&7#$ ="#(7$ 08807=;2(1#/$(2$@&*/$="&=$@())$#2#75(9#$="#$-;77#2=$ (2/(5"=/$02$-;77#2=$=08(-/A$B#$&7#$6;()?(25$&$/&>#D$ 807b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a
- 10. Family Office Association is limited to single family offices and individuals and families of wealth
- 11. Membership Application Name: Address: City: State: Zip Code: Telephone: Email: Family Office Name: (if applicable) Membership Term One Year: (Choose Date “From - To”) Membership Fee Payment: (Check, Credit Card or Wire Transfer) Membership Fee: $1500.00 Application Terms Application to join the Family Office Association (FOA) for one year To pay by check, please forward a check for $1500, payable to the Family Office Association to: Family Office Association 500 West Putnam Avenue, Suite 400 Greenwich, CT, USA 06830 It is important to include our suite number If you acknowledged your desire to pay instead by credit card or wire transfer, we will email those instructions to you upon receipt of this application Signature: Date: Family Office Association www.familyofficeassociation.com / Ph: 203 570 2898 Reminder membership into Family Office Association is limited to single family offices and individuals and families of wealth Membership in Family Office Association is subject to the approval and discretion of Family Office Association
- 12. !.<'#.<+'$0D.<#"/.0'.0'#+#J+<->$K'*.04"*4b .25#)0$XA$Y06)#/D$%0;2?#7$U$EL+ %&'()*$+,-#$.//0-(&102 @@@A>&'()*0,-#&//0-(&102A-0" &25#)0c>&'()*0,-#&//0-(&102A-0"$d$efgKhifKejkj hff$B#/=$M;=2&'$.<#2;#D$G;(=#$lffD$C7##2@(-"D$E022#-1-;=$fmjgf n$E08*7(5"=$effk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