Come join in conversation with like-minded SEFOF peers who are likely facing similar challenges, opportunities, dilemmas and circumstances as you are. Each gathering will be lightly facilitated, allowing for a relatively unstructured discussion to allow common ideas and concerns to drive the conversation. Come and share your perspectives, stories, enthusiasm, expertise and concerns while also benefiting from the ideas and experiences of your peers.
Family Office Executives – Multi-generational Families (G3 and beyond)
This group is for family office executives or members who serve families in their third generation of leadership or beyond. This group is open to both single family and multi-family offices.
Family Office Executives - G1/G2 Families
This group is for family office executives and members who serve the first and second generations of a family (ie: G1 wealth creators and their children). This group is open to both single and multi-family offices.
Family Members - With Family Businesses
This group is for family members whose family enterprise includes an operating family business.
Family Members - Post Liquidity
This group is for family members whose families have experienced a liquidity event or will be experiencing one soon.
This group is for family members who are currently in line or are actively preparing to take over leadership of a family business or other family-held entity.
This group is for SEFOF Partners to gather in an open forum to discuss topics of interest and learn about one another. SEFOF Partners’ services encompass a range of family and family office situations and needs.