Summary

The conversation introduces the new Single Family Office (SFO) membership program by the Ultra High Net Worth Institute, highlighting its purpose, unique offerings, and the insights gathered from advisory board discussions. The speakers discuss the need for relevant content, the complexity of the SFO leader role, and the importance of networking and collaboration among family office executives. They outline the membership structure, benefits, and upcoming events designed to engage members and foster a community of learning and support.

Chapters

00:00 Introduction to the SFO Podcast

02:50 The Need for SFO Membership

05:43 Unique Offerings of the Institute

08:50 Insights from the Advisory Board

11:36 Evolution of the SFO Initiative

14:40 Target Audience for Membership

17:43 Membership Structure and Benefits

20:46 Engaging Events and Clinics

23:40 Future Plans and Launch Announcement