SFO Continuity Membership

SFO Continuity is the most exclusive family office ONLY private membership community for 30 FOUNDING members! We provide unfiltered proprietary best practices on investing, legacy (family continuity) and family office operations, in coordination with 24 intimate bespoke in-person gatherings. We are consistently this summer hosting IN-PERSON 10X Investment Roundtables, Unstoppable Heirs Luncheons, Survival to Thriving Family Office Debates, 30-Day Family Office Best Practices Guaranteed Results Challenge, HoldCo Direct Investing Mini Masterclasses and our Social Rooftop Soirees ALL summer long!

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Membership for Family Offices 

As a multi-decade entrepreneur in the family office community with a successful exit and having created my own holding company and family office structures in Wyoming (will complete a private trust structure late 2024) I understand having lived through it and having worked over decades with family offices around the world the best practices of the most successful family offices.

In missing the camaraderie of sharing and connecting with amazing families and their family offices, nothing… no amount of my content and digital masterclasses (though valuable) matches the in-person connections, insights and accountability of the right people coming together face-to-face.

I made a commitment recently to form SFO Continuity as a private membership club dedicated to exceptional families and their family offices (membership is not available to service providers and sponsors).

I only desire 30 founding members then a several month pause on new membership, however founders get influence and other special benefits (including pricing). There is no wait for face-to-face interaction, we are currently very active this summer (2024) with in-person gatherings!

Become a Founding Member Join Today

This spring we hosted various in-person investor luncheons, private dinners, social soirees and masterclasses. Our attending ACTIVELY participating members are truly exceptional investors and family offices imagine the insights gleamed and ideas shared intimately (and with no sponsors) when members include:

A family principal investor in over 900 private companies, a family office as one of the earliest consistent allocators to alternatives, an investor with a 300X return on a significant investment, an entrepreneur family principal who founded three highly successful tech companies, a family office executive who runs among the largest legacy single family offices in the world (and is a master of family office operations), a rags to riches principal of wealth who is an extraordinary crypto/web3 investor, a founding family office wealth creator who has invested in real estate for over 60 years and more!

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Membership for Family Offices 

Our current members and I have deep experiences, insights, connections and real investments in AI, CRE, ranch land, crypto, RV parks, mobile homes, multi family housing, energy, private credit and more.

Summer 2024!

We are very active this summer there is no ‚Äėtime off.‚Äô Opportunities abound and some require the ability to act quickly. We are hosting exclusively this summer¬†'10X Investment Ideas'¬†forums both digital and in-person.¬†Unstoppable Heirs and¬†How to Incorporate Next-Gen Across the Enterprise luncheons, also¬†this summer I will unveil to members my new research and key best practices to improve any family office in 30-days.

This summer we are rolling out our ’Survival of the Family Office’ programming series. A team of thought leaders and I will provide exceptional content and resources around competition for talent, comp structures, what mergers like BDT-MSD and others mean (including PE flooding asset management and MFOs), scaling and leverage are all at play, yet I clearly see how single family offices can thrive!

Dynastic ‚Äėfamily empire‚Äô wealth is promulgated¬†through HoldCo‚Äô.s and Private Trust Companies (PTCs) engaging the family including in direct and controlling interests in private companies‚Ķ later this summer we‚Äôll share with members extraordinary new content and tactical resources on the legal structuring of holding companies, integration of operators, designing HoldCo.'s to attract top tier talent (with equity and/or phantom equity plans), using net operating losses properly¬†and advanced deal sourcing mechanisms utilizing advanced technologies all in coordination with dynastic governance through PTCs.

We already have extraordinary individuals/family offices as early founding members (including international). Join us.

Collectively as a group we can do amazing things!

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$6,500 Annually


Join SFO Continuity as a Founding Member Today!