Harness the power of experience

Through strategic planning, centralized management, and a culture of excellence, EFOA equips families with the tools to build world-changing legacies that extend far beyond financial portfolios.

Join us in shaping a future defined by principled relationships, adaptable governance, and the perpetuation of your family’s most cherished ideals.

The single most important thing in life is family. The family office is a way to preserve and grow wealth for future generations while also providing a framework for the family to stay connected.

Steven Roth

Family is the foundation of everything we do. A family office can help to create a legacy that will endure for generations to come.

Ken Griffin

In my experience, a family office provides a platform for the family to unify, invest, and give back to society, with shared values and a common purpose.

David Rockefeller Jr

The family office is the glue that holds everything together. It is the institution that ensures that the family’s values and legacy endure.

Jamie Dimon

A family office can be a powerful tool for empowering the next generation of leaders, providing them with the resources and support they need to succeed.

Eduardo Saverin

Prerequisites

Family Focused

3-5 Year Exit

HNWI / UHNWI

Change your life today

Family legacy includes all that your family holds dear and wants to preserve in future generations. Great legacies or no accident. A great legacy requires a clear direction and persistent steps taken in that direction.

Lonnie Gienger
Build a foundation,  Develop sustainability,  Establish culture,  Identify unique needs,  Forge your destiny …

Leave a legacy