Start Your 7-Day Charter Membership Trial for $1

Develop more investor relationships through our investor relations tools, conferences, investor directories, and certification programs.

charter-membershipBuilding relationships with family offices and private investors requires an investment in your business and a constant refinement of how you engage with family offices and expand your network. The Family Office Club’s Charter Membership is the solution for those who are committed to the family office industry and serving high-net-worth families. The Club offers its members exclusive family office investor conferences, a detailed global family office investor directory, and Qualified Family Office Professional (QFOP) training program, among other members-only benefits. Download Charter Membership Brochure (PDF)

The Family Office Club is the #1 largest association in the industry with over 1,500 registered single and multi-family office members globally.  The Club continues to expand its membership and global reach by offering the most popular family office conferences, the largest network of family offices, and all of the most essential industry resources.

We host 15 live conferences per year and if you attend just one a quarter we are confident it will transform your ability to attract investors, source deals, and work with family offices.  Importantly, after registering you receive  a firm-wide membership so any member of your team may attend our live events and access the resources which come with membership.

$1 Trial Membership: By getting started with your trial membership our client services department will send you your unique username and password that will grant you access to our investor relations portal. That means immediate access to all of our investor relations digital resources, a deal review by our CEO Richard Wilson and an investor directory and more. Once your trial membership is complete and you are automatically upgraded to the full charter membership of $299 a month, you can attend our Family Office Summits and meet our investor community and capital allocators live.

Within the portal, you will have immediate access to the following benefits:

  • Access to 17 Live Events a Year
  • Directory of Top 100 Family Offices
  • 250 Recorded Investor Interviews
  • Become a Certified Capital Raiser
  • 35 Point Investor Relations Audit
  • Service Provider Directory Listing
  • 30 Exclusive Family Office Webinars
  • Directory of 3,500+ Investor Contacts
  • Investor Relationship Software (CRM)
  • The Math on Your ROI:

  • $27,000 (One Off Attendance Pricing)
  • $1,000 When Purchased Separately
  • $4,850 Retail Value
  • Sold for $499 Separately
  • $2,500
  • $750 Value for Annual Listing
  • Webinars Sell for $99 each
  • $4,000+ Retail Value
  • $3,000 Onboarding Fee Waived
  • $48,810+ When Purchased Separately

700+ members strong

Charter Membership
  • $299 A Month

Best Value & ROI

VIP Membership
  • $5,000 Annual Investment

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