Frequently Asked Questions

What is, a division of The Family Office Club, is an investor-focused platform with over 7,500 investors and 13+ million social media followers. We offer resources and connections for ultra-wealthy investors, including introductions to trusted service providers and family office resources. Our annual live events cover topics such as tax strategies, investment structures, and due diligence best practices, attracting crowds of 600 to 1,000+ professionals.

What is the process to become an Investor Member?

After filling out the initial inquiry form, prospective members will proceed to complete a short application form. Upon completing the application, each prospective member will undergo a brief phone call with our Head of Investor Relations to ensure compatibility. Additionally, we confirm that all members meet the criteria of being either Qualified Clients or Qualified Purchasers, with investable assets of $2.2M+ or $5M+, respectively. These assets need not be liquid; all assets, except for equity in the primary residence, are considered. Verification involves providing an accountant letter, brokerage statement cover page(s), or similar documentation. If you meet these requirements, we encourage you to apply for membership.

How much does an Investor membership cost, and what is covered?

Membership for investors, who are not raising capital, syndicating deals, or providing services, is entirely free of charge.

How do you make money without an investor member fee?

Our primary source of benefit, both financially and otherwise, comes from our Family Office Club Memberships, tailored for those seeking long-term relationships to raise capital, syndicate deals, or provide a service. Additionally, we gain value from learning, networking, improving our financial decisions, and accessing outstanding deals. We extend some investment opportunities sourced from our club’s curated deals. Depending on the opportunity, a small management fee may be charged to cover deal expenses. Investor members are not obliged to participate in deals.

What makes this platform unique?

We are the leading community for accredited investors, ultra-wealthy individuals, wealth creators, and family offices. Our investor events, held every 60 days, cover a wide range of topics from tax strategies to due diligence best practices. Additionally, we specialize in deal origination and offer assistance in identifying opportunities that match your investment criteria. With access to over 1,000 deals reviewed quarterly, we can source niche-specific opportunities, including stem cell centers, dry cleaners, manufacturing companies, Amazon-based direct-to-consumer businesses, and Fintech ventures, among others.

What is the minimum investment size for your platform?

The minimum investment size depends on the investment opportunity and ranges from $25,000-$150,000 per investment.

How long will my money be locked up in investments that you offer?

Our investments have various lock-up periods ranging from 1 year to 10 years. Each investment discloses the anticipated lock-up period within the investment portal which you can gain access to once you join as an investor member.

For further inquiries, where should I direct my questions?

If you have any additional questions, we encourage you to schedule a call with our team or email us at [email protected] for further assistance.