We are excited to announce the inaugural edition of our Emerging Single Family Office Cohort – an annual initiative designed to provide aspiring family office founders with guidance from the best industry experts and service providers on structuring and managing a successful Single Family Office (SFO).
This program will bring together top-tier advisors and Single Family Office leaders on one platform to help families and wealth owners navigate key aspects of setting up an SFO, including governance, compliance, investment strategies, risk management, and operational efficiency.
Through this initiative, we aspire to leverage the expertise of our corporate members and cohort partners to mentor the next generation of family office leaders, fostering a stronger and more sophisticated Single Family Office ecosystem.
Ultra-high-net-worth individuals (UHNWIs), wealth owners, and seasoned professionals planning to establish a Single Family Office, seeking the right guidance and access to the best service providers.
Build your Single Family Office (SFO) using a structured approach and key insights provided by Cohort Partners, along with mutual support from peer family office founders.
This program serves as both an academic and experiential learning initiative, equipping participants with the technical, regulatory, tax, legal, compliance, and business skills necessary to establish and successfully manage a Single Family Office.
Participate in customized 1-on-1 and sector-specific sessions with specialists across law, trust, compliance, family governance, wealth structuring, tax, technology, and investment strategies tailored for Single Family Offices (SFOs).
Engage with Equalifi’s Corporate Partners & Family Office Advisors, including leading family office professionals, wealth advisors, and investment experts.
Gain insights from industry-leading Single Family Office leaders and thought leaders, receiving customized guidance on structuring and managing your SFO effectively.
Showcase your vision and network with key stakeholders in the family office ecosystem, including experienced wealth owners, investment advisors, and service providers.
Explore opportunities to expand and strengthen your family office’s network, investment strategies, and governance practices through Equalifi’s mega initiatives.
A year-long virtual, tailored program designed to accelerate your family office’s growth and operational efficiency while allowing you to focus on long-term wealth preservation and investment.
If you’re interested in learning more about the Cohort or would like to join in as a Cohort Partner, please reach out to us on team@equalifi.org.
