TFOA Update | July 2025
About TFOA
The Family Office Association (TFOA) is a global peer network that serves as the world’s leading single family office community. Our group is for education, networking, selective co-investment, and a resource for single family offices to share ideas, deal flow and best practices. Members are not actively marketing products or services to other members and no contact information or email lists will ever be shared. Since our founding in 2007, TFOA has led the global single family office community by delivering world-class educational content, unique networking opportunities, and exceptional thought leadership to our highly curated network of the world’s largest and wealthiest families. If you'd like to stay in touch on a more frequent basis, please follow us on LinkedIn and X. In the meantime, please check out our free library of family office content.
TFOA Annual Symposium 2025
On September 23rd & 24th, 2025, The Family Office Association will be hosting our Annual Single Family Office Symposium at Space Center Houston. This is the preeminent event for the family office buy-side community to hear from leading industry practitioners and policy experts. We are pleased to share the following speakers have confirmed their participation: General David Petraeus, Tim Draper, Jeff Immelt, Kyle Bass, George P. Bush, Ray Washburne, Drew McKnight, Jim Lee, and William Harris. Please consider:
1. In-Person Attendance – open to family office executives only: Membership
2. Virtual Attendance – open to anyone: Registration
3. Sponsor Opportunities – contact for more information: Sponsoring
Monthly Update
Please find below this month’s Economic Update which includes a wealth of data and exhibits on the USA economy and selected States. You will also find market returns, 10-Year expected asset class returns, private equity price and leverage multiples, Buyout IRR Quartiles, and the current economic release calendar for your convenience. We hope you will find this report helpful.
About The Author
Marc J. Sharpe is a global investment executive and board member with a distinguished career spanning family office management, private equity, venture capital, and investment banking. Known for his strategic insight, deep expertise in family office governance, and ability to foster innovation and value creation, Mr. Sharpe has built and led investment platforms that deliver sustainable growth while navigating complex financial and operational challenges. His leadership style emphasizes integrity, continuous improvement, and long-term partnerships that generate significant stakeholder value. Mr. Sharpe is the Founder and Chairman of The Family Office Association, a premier global peer network of single-family offices. Since 2007, he has cultivated a community of senior family office executives and principals representing some of the world's wealthiest families, promoting education, shared best practices, and co-investment opportunities. Under his leadership, TFOA has become a trusted forum for collaboration, market insight, and proprietary investment deal flow on a global scale. He also teaches an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at Rice University and Southern Methodist University. Mr. Sharpe holds an M.A. from Cambridge University, a M.Phil. from Oxford University, and an MBA from Harvard Business School.
All the information provided by The Family Office Association ("TFOA") are for informational and educational purposes only and neither purports nor intends to be, specific trading or investment advice or a recommendation to buy or sell any security, fund, or financial instrument. Information should not be considered as an offer or enticement to buy, sell or trade. You should seek appropriate advice from your broker, or licensed investment advisor, before taking any action. Past performance does not guarantee future results. By subscribing as a member to TFOA, you acknowledge and accept that all trading decisions are your own sole responsibility, and TFOA or anybody associated with TFOA cannot be held responsible for any losses that are incurred as a result. The information contained in this electronic mail message, including attachments, if any, is confidential information. It is intended only for the use of the person(s) named above. Internet emails are not necessarily secure. Each recipient is responsible for carrying out such virus and other checks as it considers appropriate to ensure that the receipt, opening, use or onward transmission of this message and any attachments will not adversely affect its systems or data.