Principals' Roundtables
A small-group conversation among heads of family. Discussion topics rotate: succession, governance, allocation, philanthropy. Each session pairs principals across generations and emirates.
Events
Where the community comes together.
Closed-door roundtables, masterclasses, chapter dinners, and the annual summit. Events are members-only unless otherwise indicated. The full calendar lives on our Calendar page.
Recurring formats
Five formats, one community.
Next-Gen Council
For heirs and incoming stewards aged 25–45. A protected space to learn, network, and discuss the unique challenges of taking over.
Workshops & Masterclasses
Practitioner-led sessions on specific operating questions: family constitutions, IPS frameworks, tax structuring, governance charters.
Chapter Dinners
Dinners hosted by chapter chairs across Abu Dhabi, Dubai, Sharjah and the Northern Emirates. Honest exchange in informal settings.
Webinars & Briefings
Short virtual sessions on regulatory updates and topical issues — especially when DIFC, ADGM, or federal authorities issue new guidance.
The Annual Summit
The flagship convening. Two days of keynote, panels, peer-circles, and curated dinners. The year's most senior gathering of UAE family principals.
Calendar
See what's coming up.
Dates, locations, and registration for every EFOA programme by month and by track.
Open calendarLive events
Published from the admin calendar.
Webinar #23 — The EFOA–HKAWL Dialogue: Asian and Gulf Family Offices in Conversation
How Asian and Gulf family offices differ — and where they align on investment and governance — Joint webinar: EFOA + HKAWL co-hosted. 2 principals from each side. Hosted with HKAWL (Hong Kong). Recording. Shared to both communities. Joint summary note..
View details →Partner Session #7 — Alternative Investments Deep Dive: Infrastructure and Private Equity
Access to infrastructure and PE — direct deals, fund of funds, co-investment, expected returns — Expert: infrastructure PE specialist + FO CIO with alternatives allocation Hosted with Alternative investment partner. Investment primer + due diligence checklist in library.
View details →Webinar #24 — Family Office Compliance: What You Must Have in Place
UAE compliance requirements: AML, KYC, ADGM/DIFC obligations, international reporting (CRS, FATCA) — Compliance expert + ADGM/DIFC regulatory specialist Hosted with Compliance + legal partner. Recording + compliance checklist in library.
View details →Workshop #13 — Annual Review Simulation: Running Your Year-End Investment Review
Simulated year-end investment committee meeting — agenda, presentations, decisions — Role-play workshop with real-format materials Hosted with Investment governance specialist. Annual review template + IC agenda format to members.
View details →Webinar #25 — The Family Office and the Media: Privacy, Reputation, and When to Engage
Managing family privacy, media relationships, crisis communications, digital footprint — Expert: PR specialist experienced with UHNW + FO principal Hosted with PR specialist. Recording + media engagement framework in library.
View details →Partner Session #8 — Family Office Insurance: The Gaps Most Families Don't Know They Have
UHNW insurance gaps — art, property, business interruption, key-man, cyber — Expert: UHNW insurance specialist + claims case studies Hosted with Insurance partner. Insurance gap analysis framework in library.
View details →Webinar #26 — How to Evaluate Your Family Office: An Honest Self-Assessment
Governance, performance, team, costs — is your FO operating well? Structured diagnostic. — EFOA-led session with self-assessment framework Hosted with EFOA + governance specialist. Recording + FO diagnostic scorecard in member library.
View details →Workshop #14 — Next Generation Financial Literacy: A Session for Young Family Members
Reading financial statements, understanding investments, asking the right questions — Interactive session designed for non-financial next gen participants Hosted with CFO + Next Gen education specialist. Financial literacy guide for next gen to all members.
View details →Webinar #27 — Islamic Finance and the Family Office: Structuring for Values and Performance
Sharia-compliant structures, sukuk, Islamic real estate, Waqf — practical applications — Expert: Islamic finance specialist + FO using Islamic structures Hosted with Islamic finance partner. Recording + Islamic finance primer in library.
View details →Webinar #28 — Running Effective Family Meetings: A Facilitation Masterclass
Agenda design, decision frameworks, managing disagreement, keeping family aligned — Expert facilitator + experienced FO principal Hosted with Family governance specialist. Recording + meeting facilitation toolkit in library.
View details →Workshop #15 — Vendor Management for Family Offices
How to manage law firms, banks, investment managers, tech vendors — mandates, reviews, termination — Interactive workshop with vendor scorecard tool Hosted with Procurement / advisory specialist. Vendor scorecard + management framework to members.
View details →Webinar #29 — The UAE Real Estate Market in H2 2026: A Family Office Perspective
Market update, residential vs commercial, international comparison, structuring considerations — Expert: UAE real estate analyst + FO with property portfolio Hosted with Real estate partner. Recording + market update note in library.
View details →Conduct
A few house rules.
Chatham House
Nothing said in an EFOA meeting may be attributed to any speaker outside the room. This is the foundation of trust we offer.
Members only
Most events are open exclusively to approved members. Guests may attend a limited number of sessions on invitation.
No solicitation
EFOA gatherings are not for vendor pitching, fund-raising, or the marketing of services. Members value trust.