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TFOA Update | September 2024

Please check your spam folder to be sure my email marc@tfoatx.com is on your safe senders list. I suspect you might find a few past emails from me there!

About TFOA

The Family Office Association is a global peer network that serves as the world’s leading single family office community. Our group is for education, networking, selective co-investment, and a resource for single family offices to share ideas, deal flow and best practices. Members are not actively marketing products or services to other members and no contact information or email lists will ever be shared. Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. If you’d like to access our free library of whitepapers or receive event updates and more timely information please visit: TFOA


Building a Single Family office Community

ABSTRACT: This paper chronicles the evolution of The Family Office Association ("TFOA") from informal meetings of family office executives in 2007 into a thriving global network today, while highlighting the challenges of building a stakeholder-focused community centered on privacy, trust, and non-solicitation. Throughout its growth adhering to core principles like confidentiality and professionalism, TFOA has resisted the pull of monetization that could undermine trusted relationships at its heart, positioning itself as a case study in conscious capitalism delivering outstanding stakeholder experiences to all parties. Looking ahead, TFOA envisions growing it's global family office community, but staying true to its servant-leader ethos by keeping core values centered.

www.tfoatx.com/media

If you would like to comment on this whitepaper please visit the following link and let us know what you think: Building a Single Family office Community

Monthly Update

Please find below this month’s  Economic Update  which includes a wealth of data and exhibits on the USA economy and selected States. You will also find market returns, 10-Year expected asset class returns, private equity price and leverage multiples, GP commitment data by sector, and the current economic release calendar for your convenience. We hope you will find this report helpful.

www.tfoatx.com

Marc J. Sharpe is the founder  and chairman of The Family Office Association ("TFOA"), a peer network of single family offices founded in 2007. In addition, he is an Operating Partner with Satori Capital, LLC, a multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. He also teaches an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at SMU Cox School of Business. Marc holds an M.A. from Cambridge University, a M.Phil. from Oxford University, and an MBA from Harvard Business School.


All the information provided by The Family Office Association ("TFOA") are for informational and educational purposes only and neither purports nor intends to be, specific trading or investment advice or a recommendation to buy or sell any security, fund, or financial instrument. Information should not be considered as an offer or enticement to buy, sell or trade. You should seek appropriate advice from your broker, or licensed investment advisor, before taking any action. Past performance does not guarantee future results. By subscribing as a member to TFOA, you acknowledge and accept that all trading decisions are your own sole responsibility, and TFOA or anybody associated with TFOA cannot be held responsible for any losses that are incurred as a result. The information contained in this electronic mail message, including attachments, if any, is confidential information. It is intended only for the use of the person(s) named above. Internet emails are not necessarily secure. Each recipient is responsible for carrying out such virus and other checks as it considers appropriate to ensure that the receipt, opening, use or onward transmission of this message and any attachments will not adversely affect its systems or data.