We can't get enough of hearing from the friendly and insightful CEO Peter Mallouk from Creative Planning Business Services. It was an honor to have him speak at our last FOA Summit.
Family Office Association
个人和家庭福利保障
Greenwich，Connecticut 20,976 位关注者
GROW WEALTH. STRENGTHEN LEGACY. UNITE GENERATIONS.
关于我们
At Family Office Association, a premier membership organization, we are passionate about empowering families to thrive across generations. We provide exclusive access to top-tier resources, vibrant communities, impactful events, and memberships tailored for enduring success. Our approach holistically supports all five key capitals: financial, human, intellectual, social, and spiritual. Our commitment is rooted in delivering an unparalleled understanding of family and family office best practices. With an eye on the future, we ensure our members are well-equipped to grow and evolve with the changing landscape of times, technologies, and priorities. Join us to secure the brightest future for your family.
- 网站
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https://www.familyofficeassociation.com
Family Office Association的外部链接
- 所属行业
- 个人和家庭福利保障
- 规模
- 2-10 人
- 总部
- Greenwich，Connecticut
- 类型
- 私人持股
- 创立
- 2008
- 领域
- family office、family education、peer-to-peer-networking、investing、hedge funds、philanthropy和wealth management
地点
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主要
获取路线
500 W. Putnam Avenue Suite 400
US，Connecticut，Greenwich，06830
Family Office Association员工
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Lisa Merriam
Driving revenue growth at the intersection of brand and content marketing.
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Joelle Jarvis
Founder at The Mindset Partnership, LLC. Co-Founder 100 Billion Meals Challenge (100billionmeals.org)
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Mary Conway
Relationship Manager, Event Planner at Family Office Association | Project Manager | Event…
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Michelle Cormier, (formerly Willard) CPM
Certified Property Manager
动态
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Media is on a different level than it has ever been! We are currently seeing politics lean into media like never before. How are you leveraging the power of media for your own business and goals? #media
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As traditional investment landscapes face increasing volatility and lower yields, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Office investment groups are exploring alternative asset classes to diversify their portfolios and enhance returns. One such alternative is the private credit market. This growing sector offers attractive risk-adjusted returns and a variety of investment opportunities that align well with the strategic goals of sophisticated investors. https://lnkd.in/gsZcttfv
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As the global investment landscape evolves, Ultra-High-Net-Worth Individuals (UHNWIs) and Family Office investment groups increasingly seek opportunities beyond traditional asset classes. One compelling alternative is infrastructure projects, often facilitated through public-private partnerships (PPPs). These investments not only promise stable and attractive returns but also contribute to societal development, aligning financial growth with impactful outcomes https://lnkd.in/gkw89bNv
Exploring Infrastructure Projects and Public-Private Partnerships as Alternative Investments - Family Office Association
https://www.familyofficeassociation.com
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Meet Resource Council member Corey Ziegler, Chief Legal Officer at Greater Horizons. Corey Ziegler is the Chief Legal Officer for Greater Horizons. Beyond day-to-day legal responsibilities, Corey leads the Greater Horizons complex asset team, which is nationally recognized for its expertise and ability to accept contributions of private businesses, real estate, and other hard-to-value assets for charitable purposes. Corey has worked for Greater Horizons (and its local entity, the Greater Kansas City Community Foundation) since 2005. With her background in estate planning and decades of experience in philanthropy, Corey has built a nationwide network of attorneys, accountants, and financial advisors who trust Corey with their clients’ most unique and challenging philanthropic goals. #familyofficeassociation
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Happy 4th of July!!! #fourthofjuly
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The Best Practices for High-Growth, PE-Backed Companies and Their Investors Part Two: Elevating Your Executive Presence With Personal Branding
The Best Practices for High-Growth, PE-Backed Companies and Their Investors, Part Two
Family Office Association，发布于领英
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The Best Practices for High-Growth, PE-Backed Companies and Their Investors Part 1: Elevating Your Customer Acquisition Strategies
The Best Practices for High-Growth, PE-Backed Companies and Their Investors, Part One
Family Office Association，发布于领英