Latest

Nov
05

Lowering the Hurdles to a Successful Family Business Transfer

We invited PNC's Editorial National Practice Group to share some thoughts on family business transfers, with an emphasis
8 min read
Oct
27

“Transitory-ish” Inflation, the U.S. Economy, and You

We invited Jeffrey Korzenik, Chief Investment Strategist at Fifth Third Bank, to share some thoughts on post-pandemic economic recovery and
8 min read
Oct
13

TFOA Economic Update | October 2021

This week we held our 7th Annual Single Family Office Symposium. I would like to extend a heartfelt “thank you”
2 min read
Oct
04

TFOA Symposium Registration closes this Friday...

This year will be our 7th Annual Single Family Office Symposium for The Family Office Association members. My passion in
2 min read
Oct
01

TFOA Symposium Registration closes in One Week...

This year will be our 7th annual private symposium for The Family Office Association members. My passion in founding TFOA
2 min read
Sep
28

The Story of TFOA (and how it came to be)…

Introduction From the outside looking in, The Family Office Association (“TFOA [www.tfoatx.com]”) is a close-knit network of single
7 min read
Sep
21

Are you attending TFOA’s 7th Annual Single Family Office Symposium?

This year will be our 7th annual private symposium for The Family Office Association members. My passion in founding TFOA
2 min read
Sep
15

Family Office Networks: What would Marx Do?

New and established single family offices are beset on all sides with family office networking opportunities. Most of the self-proclaimed
9 min read
Sep
08

TFOA Economic Update | Sept 2021

Please find below this month’s Economic Update [https://1drv.ms/b/s!AvZyxbneklHWg_4IdilgfHNzh_qLrw?e=AvSaFO] which includes
2 min read
Aug
19

Strategic Assessment of Philanthropy: Lessons for the Joyful Giver

Patrick Moynihan, Seth Morton & Marc J. Sharpe All major faith traditions, ethical systems, and moral codes emphasize the importance
12 min read