SFO Continuity Membership

A most exclusive family office only private membership community for 30 FOUNDING members! We provide proprietary best practices on investing and legacy (family continuity) resources and content, coupled with intimate bespoke in-person gatherings, NYC, Palm Beach, Jackson Hole and more!


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, accountability and actions of when the right people who come together is fostered.

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 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!

This spring we hosted a series of private family office only soirees, luncheons and dinners at the Breakers and Brazilian Court in Palm Beach, the insights in particular on investing where exceptional. There are truly incredible opportunities out there (energy, private credit, ranch land, data centers, AI, mobile home parks, RV parks and much more).

Become a Founding Member Join Today

This late spring and summer we are already active with a variety of soirees, luncheons and dinners in NYC.

We are progressing towards 30 founding/charter members and if you feel you’d be additive and benefit as a true family office and investor you should consider being a founding/charter member.

Our core hubs of in-person gatherings will be New York City (May through October) and Palm Beach (November through April). We hope to add in-person opportunities in Hampton’s, Jackson Hole and LA.

In addition, we provide members complete access 24/7 to our educational in depth digital masterclasses, exclusive best practices content and monthly digital member meetings. 

We have extraordinary tactical resources and connections particularly on direct investing (dynastic empire building) through proper structuring of holding companies, integration of operators, NOLs and advanced sourcing mechanisms utilizing advanced technologies.

We already have extraordinary individuals/family offices as early founding members (including international). We hope you can join us. Collectively as a group we can do amazing things!

Click Here to Join Today

$6,500 Annually


Join SFO Continuity as a Founding Member Today!