TFOA Update | March 2025
Please check your spam folder to be sure my email marc@tfoa.me is on your safe senders list. I suspect you might find a few past emails from me there!
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.
ABSTRACT: This paper examines how family offices can approach philanthropy strategically to increase impact and joy. It introduces four qualitative metrics for assessing giving practices: fluidity, transparency, efficiency, and joy. Fluidity refers to the ease and speed of giving. Transparency examines the authenticity and integrity of an organization's practices. Efficiency analyzes the relationship between dollars committed and deployed. Joy assesses the fulfillment derived from giving. The paper recommends curating a focused portfolio, becoming a subject-matter expert, identifying opportunities for outsized impact, and engaging with communities. It advises aligning expectations with objectives when selecting causes. The goal is strategic philanthropy that maximizes impact and social good while sustaining the joy of giving. Overall, this whitepaper provides a framework to guide family offices toward more thoughtful, engaged philanthropy.
If you would like to comment on this whitepaper please visit the following link and let us know what you think: Family Office Philanthropy
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. Our annual symposium is the preeminent event for the family office buy-side community to hear from leading industry practitioners and policy experts. We’re pleased to share the following speakers have so far confirmed for this year's symposium: Jeff Immelt, George P. Bush, James Lee, Kyle Bass and Drew McKnight. We hope you can join us this year!
1. Virtual Attendance – open to anyone via the virtual track on our website: Registration
2. In-Person Attendance – open to family office principals and senior executives only: Membership
3. Sponsor Opportunities – open to a few select sponsors to attend in person, please email 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’s investing career spans more than 30 years. He has held positions in investment management for Goldman Sachs, investment banking for Wasserstein Perella, and is the founder and chairman of The Family Office Association (TFOA), a peer network of single family offices founded in 2007. In addition, he founded a venture capital incubator in the UK, built a global EB-5 investment business, and worked on strategic initiatives for Dell Inc. Mr. Sharpe is currently an Operating Partner with Satori Capital, a multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. 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. He is active in the community and has served on the Board of the Holocaust Museum Houston, the HBS Angels, and on the Investment Committee for two Texas-based foundations.
Please check your spam folder to be sure my email marc@tfoa.me is on your safe senders list. I suspect you might find a few past emails from me there!
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