The season's programme.
Closed-door roundtables, working sessions, off-grid retreats, and one annual summit. EFOA's calendar is the rhythm of a community — quiet, deliberate, and reserved for principals, next-gen, and family-office leaders. Most sessions operate under Chatham House Rule.
July '26
Six months of community programming.
Six formats. One community.
Different formats serve different conversations. Some questions need a closed-door table of eighteen; others need a half-day of working through the document line-by-line; still others need the desert.
Roundtables
Closed-door peer sessions of 16–22 principals or next-gen, with a single question on the table. Chatham House Rule. The default format of the association.
Workshops
Half- or full-day hands-on sessions on a specific operating challenge — governance, structuring, succession, family-office build-out. Practitioner-led, no slides.
Webinars
Sixty-to-ninety-minute online briefings with regional or global specialists on the macro, regulatory, and asset-class themes shaping family capital today.
Summits
Flagship multi-day gatherings: the annual EFOA Family Office Summit in December, and themed annual summits including Women in Family Capital and Next-Gen Stewardship.
Retreats
Off-grid gatherings for principals — desert, mountain, or coast. No phones, no agenda, no advisors in the room. Reserved for principals; capacity strictly limited.
Initiatives
EFOA's longer-arc programs: the Heritage Initiative on regional family histories, the Next-Gen Apprenticeship, and the Family Constitution Library, among others.
Members-only, by approval.
EFOA is non-commercial. There are no membership fees. Attendance is reserved for principals, next-generation family members, and senior family-office executives — all by approval.
Apply for membership