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About FOA
Family Offce Association is a global membership
community dedicated to providing UHNW families
the resources to solve their most diffcult challenges
and achieve their respective and collective goals.
Our strategic meetings and forums offer insight to
grow wealth, strengthen legacy, and unite multiple
generations through shared interests and passions.
FOA is where Performance meets Purpose.
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"The Jeffersonian-style dinner held was an incredible out of
body experience. Typically it takes a week of long nights around
a campfre to become so close with other people. 've never
experienced anything like it.
Denver-based Family Principal. Entertainment,
Manufacturing, Clean-Tech.
"As usual, the FOA Martha's Vineyard event was excellent, well
thought out and executed. fnd that FOA is the best venue to
meet people who are truly relevant in the business world today.
You think of everything to the last detail. Thank you.
Boston-Based Family Principal. Real Estate, Art Collecting,
Global Development.
"You have really put together a fantastic few days. As always, we
met some really terrifc people! Thank you for allowing me to be
a part of the entertainment. Molte Grazie!
New York / London-based Family Principal. Merchant Banking,
Risk Mitigation Software, Foreign Policy Advisor.
" am not a conference person and only came because a friend
convinced me. stand corrected having invested and found
a [non proft] to give to. Let's talk about how can best help
introduce more friends into FOA.
West-Coast Based Family Principal. Energy,
Marine Infrastructure, General Private Equity.
"You seem to have cracked a code that others have tried and
failed. My daughters hate events but now want to come to know
what do and to learn about causes to invest her time and
money into.
France / New York-based Family Principal. Finance,
Venture Capital.
"The FOA Retreats are among the most special of the programs
've ever attended in the community and 've been to
hundreds. Sign me up to anything if can learn that much and
fnd worthy investments while kayaking, bird watching and eating
with amazing people.
Dan Goldstein, Advisor to SFOs and Former Director of an
International Single Family Ofhce.
" came into FOA frst as a speaker and had such an impactful
experience reached out months later to inquire about
membership. t's not about the number of folks in the room
wherever you go there are plenty it's about having the right
people.The community bond is what is powerful at FOA.
Greg Parsons, CEO of Semper and Family Ofhce Principal.
"Who knew 'd leave an investment forum nearly in tears from
[Charity Water's] story! understand why someone like David
Rubinstein attends, but Scott Harrison, Sal Khan how do you
get these people?
Carl O'Connell, The Boston Company Asset Management,
LLC.
"t is all about the ratio. didn't think there was a difference
between FOA and the others like it until shook hands with
everyone in the room when presented. These people are not
messing around. Glad brought my A-Game.
New York City Investment Banker
"The crowd in the Card Room at the Westchester Country Club
was perfect. What a great way to create an intimate space with
the right people to share this story with which we love sharing
Then we had a dinner on the Vineyard at The Beach Plum.
Hands down the best-orchestrated and attended event of this
kind have ever been to hosted by us or not! Where others
have to fabricate the make-up of their groups, FOA's speaks for
itself.
Flynn McDonnell, F-Squared
FROM PRESENTERS
FROM MEMBER FAMILY PRINCIPALS
FROM FAMILY OFFICE EXECUTIVES
FAMLY OFFCE ASSOCATON
2014 Family Offce Association and Angelo J. Robles / Ph: 203-570-2898 | www.familyofficeassociation.com | angelo@familyofficeassociation.com