SFO Circle Media Coverage: Featured in Family Wealth Report, Financial Advisor, CNBC, and More

The Institute is excited to share that we have officially launched the SFO Circle, our membership for senior executives in single-family offices.

At the end of last month, we issued a press release and a series of LinkedIn posts to make the announcement official, and the response has been outstanding. The launch has already garnered strong media attention, including features in Family Wealth Report (UHNW Institute’s Chairman, CEO Explains Single-Family Office Circle’s Creation) and Financial Advisor (“The UHNW Institute Creates Program For Single Family Office Pros”).

Additional Media highlights include:

Help us continue the momentum by sharing the news with your networks and referring single family office executives to koliveri@uhnwinstitute.org.

Thank you for your continued support. We’re excited about the SFO Circle’s impact in the months ahead.

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry