Charter Membership

Investor Conferences, Monthly Webinars, 1,000-Family Office Directory,
and the Industry-Leading Family Office Designation

Charter Membership in the #1 largest family office association, the Family Office Club, provides members with unparalleled access to representatives of top-ranked multi-family offices, leading dealmakers, wealth managers, the largest single family offices, and businesses that serve high-net-worth individuals and ultra-affluent families.

By becoming a Charter Member, you will join a powerful community of your family office industry peers and enjoy many benefits exclusive to Charter Members of the Family Office Club. Charter Membership Benefits & Application (PDF)

$5,000

Platinum Investor Package
  • Family Office Database
    1,347 Firms with 3,000 contacts
  • Private Equity-Database
    982 Firms with 1800 contacts
  • Venture Capital-Database
    512 Firms with 1000 contacts
  • Angel Investor-Database
    2,512 Firms with 5,024 contacts
  • One Annual Update
  • Attend all Capital Raising Workshops worth ($8,000)
  • Attend all Investor Conferences worth ($15,000)

$2,497

Venture Capital
  • X
  • 2512 firms with 5,024 contacts
  • No-Updates
  • Capital Raising Bootcamp at a Discount
  • Family Office Summit at a Discount

$997

PE Directory
  • 982 firms with 1,864 contacts
  • No - Updates
  • Capital Raising Bootcamp at a Discount
  • Family Office Summit at a Discount

$497

Angel Investor
  • 510 Firms with 1,000 contacts
  • No-Updates
  • Capital Raising Bootcamp at a Discount
  • Family Office Summit at a Discount

Conferences & Networking

Summit brighter, smaller - CopyAdmission to all of our Family Office Summits is included with your Charter Membership (Standard Admission for Non-Members: $1,000 per event). These events are held throughout the year and feature dozens of family office speakers presenting on important topics such as asset allocation, wealth protection, investment criteria, and more.

Attend Exclusive Private family office cocktail parties.

Join a community of your peers and take advantage of networking opportunities both on and off-line.

Enhanced engagement in our Family Office Club hosted on LinkedIn with full discussion posting and commenting privileges.

 

Data & Research

Free Multi-Family Office Database and 50% OEuropean Counts - V9ff any additional Wilson Data products.

Exclusive intel on the industry with white papers, Family Office Bench-marking research, videos, audio interviews, and more resources to keep you plugged into the family office world.

Free updates to your Wilson Data products to ensure you have the latest and most up-to-date data.graphs and charts

Free Subscription to Family Office Monthly e-mailed every month to you with the latest insights on the family office industry, interviews, Family Office Podcast episodes, and more great content.

 

Training & Education

Family Office Training Platform

Members enjoy a Free Access to the Qualified Family Office Professional (QFOP) program, as well as other training programs offered through the Finance Training Society.

Membership rewards including special discounts on hotel rooms for events, special seating at conferences, free copies of our latest books like The Single Family Office, multi-media resources, and more thank-you’s to our members.

Free Access to Our Webinars (Standard Admission for Non-Members: $99 per webinar)

Webinar Calendar

WEBINAR TITLE Date and Time
Family Office Hedge Fund Investing 1pm EST | March 2nd, 2016
High-Net-Worth Tax and Estate Planning 1pm EST | April 6th, 2016
Building Your Board of Advisors 1pm EST | May 4th, 2016
Impact Investing 1pm EST | June 1st, 2016
Fund Reporting, Evaluation, and Management 1pm EST | July 6th, 2016
Navigating the Secondary Market 1pm EST | August 3rd, 2016
Data Security, Cloud Management, and Technology Solutions for the Family Office 1pm EST | September 7th, 2016
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