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Contact Information
Full Name
Email Address
Phone Number
Phone
LinkedIn / Professional profile link
Company Name / Family Office
What is your current role in your family office?
CEO
CIO
CFO
COO
Other (please specify)
Family Office Information
How many C-suite executives are part of your family office?
1
2
3
4
5+
How many family members does your family office serve?
Under 10
11-20
21-30
31-40
Other (please specify)
How many full-time staff members does your family office employ?
1-5
6-15
16-30
Other (please specify)
What best describes your family office's primary functions? (check all that apply)
Investment Management
Direct Investing
Estate and Tax Planning
Philanthropy
Operations and Lifestyle Management
Other
(please specify)
How is your family office structured? (check all that apply)
Established multi-generational family office
Newly-created family office (within the past five years)
Single Family Office with institutional-style investment capabilities
Other
(please specify)
Professional Background
Industry / Field of Expertise
Years of Exp. in the Family Office Sector
Areas of Interest
Philanthropy
Tax planning
Investments
Education
Governance & Operations
Other
(please specify)
Application Details
Why do you want to join
The 50 Group
?
We expect each member of the community to contribute to
The 50 Group
. How do you envision your contribution?
Small group member and/or leader
Sponsor identification
Knowledge-sharing in specific areas
Leadership positions within the community
Panelist at
The 50 Group
events
Membership Committee
Other
(please specify)
References within
The 50 Group
(optional but encouraged)
Have you attended one of
The 50 Group
events?
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