SFO Continuity Membership
 SFO Continuity is the most exclusive, content rich and active family office ONLY private membership community for 30 founding members!Â
We have an extraordinary ACTIVE summer into early fall, which we outline on our SFO Continuity membership page
SFO CONTINUITY
Membership for Family OfficesÂ
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 past spring into the summer we've hosted various in-person private breakfasts, luncheons, 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 (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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SFO CONTINUITY
Membership for Family OfficesÂ
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 Into the Fall of 2024!
We are hosting exclusively this summer '10X Investment Ideas' and âSetting up a Family Officeâ forums both digital and in-person. Additionally this summer through the fall âUnstoppable Heirs,â âHow to Incorporate Next-Gen Across the Enterpriseâ breakfasts, luncheons and digital content. Iâm collaborating with a peer and jointly hosting proprietary digital and in-person âDesigning Deca-Billion Dollar Single Family Offices - Including as Direct Investing Behemoths!â
In August I'll unveil to members my UPDATED research and key best practices as outlined in my newly recorded 5-hour digital Masterclass âHow to Create or Reimagine Into a Top 1% Family Office.â
We are not done! This summer through the fall Iâve rolled out âSurvival of the Family Officeâ series. A team of thought leaders and I will provide exceptional content and resources around culture, systems, tech, competition for talent, comp structures, what mergers like BDT-MSD really mean, etc. I clearly see how single family offices in particular sub-billion dollar family offices CAN thrive!
Dynastic Wealth ('Building a Family Empire') is promulgated through 'HoldCoâs and Private Trust Companies (PTCs)' engaging the family (and the rising generation) including in direct and controlling interests in private companies⌠beginning late summer into the fall weâll 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!
$6,500 Annually
