TFOA Economic Update | January 2022
We hope you're enjoying our monthly updates. If you'd like to stay in touch on a
Impact Investing: What Family Offices Must Consider
John D. Rockefeller retired in 1897, at 56 years old, having accumulated more
private wealth than anyone in the history
Holiday Letter 2021
Dear Friends,
A small bit of housekeeping: Please check your spam folder to be sure my
personal email marc@tfoatx.
TFOA Economic Update | December 2021
A small bit of housekeeping: Please check your spam folder to be sure my
personal email marc@tfoatx.com is
Multi Family Office: Theory vs. Practice
We hope you enjoy our thoughts and reflections below...
--Marc J. Sharpe
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By Marc J. Sharpe & Seth Morton
TFOA Economic Update | November 2021
Since our founding in 2007, TFOA has led the global single family office
community by delivering world-class educational content, unique
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
“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
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”
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