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FOA seeks to provide the combination
                                        of privacy and openness where
                                        relationships of trust can grow




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@'''F''''''''!(,'G+0+H4-'.D'I+#J+<->$K
Family Office Association’s mission is to be the
most trusted and respected global membership
organization exclusively focused on providing
resources, education and guidance for global single
family offices and individuals and families of wealth




                                                  !(,'G+0+H4-'.D'I+#J+<->$K''''''''F'''_
Now, more than ever, wealthy families need to consolidate
their investments and manage their business and family
affairs more efficiently, effectively and privately to sustain
their wealth and preserve their legacy for generations




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                                                                           !(,'G+0+H4-'.D'I+#J+<->$K''''''''F'''a
Family Office Association is limited to single family
offices and individuals and families of wealth
Membership Application




 Name:
 Address:
 City:
 State:
 Zip Code:
 Telephone:
 Email:
 Family Office Name:
 (if applicable)




 Membership Term One Year:
 (Choose Date “From - To”)

 Membership Fee Payment:
 (Check, Credit Card or Wire Transfer)

 Membership Fee:                          $1500.00


 Application Terms
 Application to join the Family Office Association (FOA) for one year

 To pay by check, please forward a check for $1500, payable to the Family Office Association to:
 Family Office Association
 500 West Putnam Avenue, Suite 400
 Greenwich, CT, USA 06830
 It is important to include our suite number

 If you acknowledged your desire to pay instead by credit card or wire transfer, we will email those instructions to you
 upon receipt of this application



 Signature:                                                                                      Date:

                                               Family Office Association
                                  www.familyofficeassociation.com / Ph: 203 570 2898
      Reminder membership into Family Office Association is limited to single family offices and individuals and families of wealth
            Membership in Family Office Association is subject to the approval and discretion of Family Office Association
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FOA Benefits Of Membership Brochure

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  • 2. FOA seeks to provide the combination of privacy and openness where relationships of trust can grow E'''F''''''''!(,'G+0+H4-'.D'I+#J+<->$K
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  •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
  • 6. (^N'I99(Y' !"#$%&'()*$+,-#$.//0-(&102$?0#/$20=$/#))D$7#>#7D$07$ 7#-0''#2?$&2*$(2<#/='#2=/D$>;2?/D$07$/#7<(-#/$0>$ %&'()*$ +,-#$ .//0-(&102`/$ '(//(02$ (/$ =0$ 6#$ ="#$ '0/=$ =7;/=#?$ &2?$ 7#/8#-=#?$ 5)06&)$ '#'6#7/"(8$ &2*$J(2?A$%+.$?0#/$20=$-0))#-=$&2*$7#<#2;#$0;=/(?#$ 075&2(9&102$ #:-);/(<#)*$ >0-;/#?$ 02$ 870<(?(25$ 0>$'#'6#7$?;#/$&2?$7#/0;7-#$-0;2-()$;2?#7@7(125$ 7#/0;7-#/D$ #?;-&102$ &2?$ 5;(?&2-#$ >07$ 5)06&)$ >##/A$Q#'6#7$(2>07'&102$@())$6#$J#8=$&6/0);=#)*$ /(25)#$ >&'()*$ 0,-#/$ &2?$ (2?(<(?;&)/$ &2?$ >&'()(#/$ -02H?#21&)$@(="$20$#:-#8102/A$ 0>$ @#&)="A$ %+.`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`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
  • 7. Family Office Association’s mission is to be the most trusted and respected global membership organization exclusively focused on providing resources, education and guidance for global single family offices and individuals and families of wealth !(,'G+0+H4-'.D'I+#J+<->$K''''''''F'''_
  • 8. Now, more than ever, wealthy families need to consolidate their investments and manage their business and family affairs more efficiently, effectively and privately to sustain their wealth and preserve their legacy for generations A'''F''''''''!(,'G+0+H4-'.D'I+#J+<->$K
  • 9. !"#$ 0a#2K0<#7)00J#?$ ('807=&2-#$ 0>$ >&'()*$ 0,-#$ 870<(?(25$ &$ 80/(1<#$ 2#=@07J(25$ #:8#7(#2-#$ &2?$ =#-"20)05*$ &2?$ ="#$ H2?(25$ 0>$ J#*$ 8#7/022#)$ &7#$ 6;()?(25$ /=7025$ -022#-102/$ >07$ >&'()(#/$ &2?$ G%+$ #:8)07#?D$(2$&??(102$=0$@&*/$=0$'&2&5#$#:8#2/#/A$ 870>#//(02&)/$ 02$ ="#$ )0-&)$ )#<#)$ &2?$ 6#*02?A$ B#$ C;(?&2-#$ (/$ 870<(?#?$ 6*$ /0'#$ #:&'8)#/$ 0>$ &)/0$ >#)=$ ="#7#$ @&/$ &$ ?#/(7#$ >07$ &2$ #21=*$ ="&=$ /;--#//>;)$ >&'()*$ 0,-#/$ ="&=$ "&<#$ >0;2?$ @&*/$ =0$ >0-;/#?$02$="#$6(7="D$-&7#$&2?$>##?(25$0>$="#$/(25)#$ (2=#57&=#$="#$&/=;=#$&2?$@(/#$'&2&5#'#2=$0>$="#$ >&'()*$ 0,-#A$ T>$ ="#7#$ @&/$ &$ 8)&-#$ >07$ &$ /#7(0;/$ >&'()*$ )#5&-*$ @(="$ '0?#72$ '#="0?/A$ .$ >#@$ J#*$ &2?$ /=7;-=;7#?$ #:-"&25#$ @(="(2$ &$ /'&))D$ /#)#-=$ -02/(?#7&102/$ >07$ #/=&6)(/"(25$ &$ G%+$ #:8)07#?$ (2$ '#'6#7/"(8$ &2?$ (>$ @#$ -0;)?$ 870<(?#$ ="#$ _;&)(=*$ ="#$@"(=#$8&8#7$(2-);?#Z$ 0>$ -02=#2=$ ="#/#$ >&'()(#/$ ?#'&2?$ &2?$ ?#/#7<#D$ ="#2$ @#$ '(5"=$ 6#$ &6)#$ =0$ /;88)*$ 7#&)$ <&);#$ &2?$ `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`/$ &2?$ >&'()*$ 0,-#$ 6#/=$ 87&-1-#/A$ B#$ "&<#$ 7#5;)&7$ (2<#/='#2=/A$ .$ >&'()*$ 0>$ @#&)="$ /"0;)?$ -02/(?#7$ 67#&J>&/=$&2?$);2-"$'##125/$#<#7*$'02="$=0$)#&72$ &2$G%+$=0$7#?;-#$7(/J/$&2?$=&J#$&?<&2=&5#$0>$2#@$ >70'$ 02#$ &20="#7$ &2?$ "#&7$ #:8#7=/$ /"&7#$ ="#(7$ 08807=;2(1#/$(2$@&*/$="&=$@())$#2#75(9#$="#$-;77#2=$ (2/(5"=/$02$-;77#2=$=08(-/A$B#$&7#$6;()?(25$&$/&>#D$ 807b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a
  • 10. Family Office Association is limited to single family offices and individuals and families of wealth
  • 11. Membership Application Name: Address: City: State: Zip Code: Telephone: Email: Family Office Name: (if applicable) Membership Term One Year: (Choose Date “From - To”) Membership Fee Payment: (Check, Credit Card or Wire Transfer) Membership Fee: $1500.00 Application Terms Application to join the Family Office Association (FOA) for one year To pay by check, please forward a check for $1500, payable to the Family Office Association to: Family Office Association 500 West Putnam Avenue, Suite 400 Greenwich, CT, USA 06830 It is important to include our suite number If you acknowledged your desire to pay instead by credit card or wire transfer, we will email those instructions to you upon receipt of this application Signature: Date: Family Office Association www.familyofficeassociation.com / Ph: 203 570 2898 Reminder membership into Family Office Association is limited to single family offices and individuals and families of wealth Membership in Family Office Association is subject to the approval and discretion of Family Office Association
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