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
Individual and Family Services
Greenwich, Connecticut 20,916 followers
GROW WEALTH. STRENGTHEN LEGACY. UNITE GENERATIONS.
About us
Family Office Association is a highly selective membership and digital events organization dedicated to the multigenerational success of families, the thriving and intergenerational understanding of family members of all generations (Traditional, Boomer, NextGen, Millennial, Gen Z) and to the family offices that work with pride and distinction in supporting all five capitals (financial, human, intellectual, social, and spiritual) of the families they serve. Family Office Association is dedicated to bringing a uniquely beneficial understanding of family and family office best practices, anchored by our proprietary research and content, and highlighted by our personal relationship with the most knowledgeable experts. We are attuned to future trends and rising generations and understand how best to help with transitions. During COVID19 Family Office Association pivoted more quickly and better than any organization within the global family office community. As one member stated, “Family Office Association went from hosting 12-15 events per year to over 150!” We are committed to hosting live digital video programming multiple times per week that feature new, interesting topics and guests. We’ve created significant proprietary content and Masterclasses during COVID19 that provide real member value. We believe the current health crisis has accelerated trends in how we interact that will remain long after the pandemic is gone.
- Website
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http://www.familyofficeassociation.com
External link for Family Office Association
- Industry
- Individual and Family Services
- Company size
- 2-10 employees
- Headquarters
- Greenwich, Connecticut
- Type
- Privately Held
- Founded
- 2008
- Specialties
- family office, family education, peer-to-peer-networking, investing, hedge funds, philanthropy, and wealth management
Locations
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Primary
Get directions
500 W. Putnam Avenue Suite 400
Greenwich, Connecticut 06830, US
Employees at Family Office Association
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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
Updates
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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 on LinkedIn
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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 on LinkedIn