Single-family office executives navigate an exceptionally broad range of responsibilities, from investment oversight and risk management to family dynamics and governance, with little formal training and virtually no career precedent. Yet until now, no organization has focused specifically on their distinctive needs.
Authored by UHNW Institute faculty members Kristen Oliveri, Natasha Pearl and Bill Wyman, this resource, available in the Resource Library’s SFO Circle Special Collection, introduces the SFO Circle, a membership offering built on two years of research with SFO leaders across the spectrum. The paper chronicles how this initiative took shape, what it offers and why its creators believe it will reshape how the industry develops and supports single-family office leaders.
Introducing the SFO Circle explores three distinctive strengths that set the membership apart: the Institute’s nonprofit structure, its focus on intellectual capital produced by leading experts and its ability to convene world-class professionals collectively rather than individually. It details the membership model, the programming approach (clinics, summits, podcasts and regional gatherings) and the carefully curated community of executives who are reshaping the future of single-family office leadership.
Access the full resource here.
Meet the Authors
Kristen Oliveri
Wealth and Family Office Expert
Natasha Pearl
CEO & Founder
Aston • Pearl
Bill Wyman
President, Family Office Services
Summitas
