Society of Family Offices

Society of Family Offices (SFO)

Society of Family Offices (SFO) is a private network for wealthy families and family offices that facilitates direct dialogue on relevant topics related to wealth management, deal investing, family office operations, industry standards, and investable asset classes.12

Key Points about SFO:

• SFO is an invite-only or referral-only group committed to protecting confidentiality and privacy.1
• Through collaborative efforts by core members, SFO houses a rich resource of information and best practices on family office setup and management, with access to proprietary research and services.1
• SFO holds events and closed-door roundtables to share and discuss relevant topics.1
• SFO's extended network includes institutional and private investors, fund managers, corporates, and finance professionals across sectors, geographies, and asset classes.1
• The Society of Family Offices (SFO) LinkedIn page, with the username "sfo-society-of-family-offices", is a platform for the organization to engage with its community and share relevant content.34