The Family Office Association (FOA) is an affinity group dedicated primarily to the interests of single family offices. FOA is intended to provide its members with educational information and a forum in which to exchange information of mutual interest. FOA does not participate in or sponsor the offer, sale or distribution of any securities, investment products or financial instruments nor does it provide any investment advice, recommendations or guidance.
The FOA Website is provided for informational purposes only and shall not be construed as a recommendation to buy or sell securities or a recommendation to retain the services of any investment advisor or other professional advisor. The identification or listing of products, services, links or other information on the FOA Website or any linked website does not constitute or imply any warranty, endorsement, guaranty, sponsorship, affiliation or recommendation by FOA. Any investment decision you may make on the basis of any information found on this Website is your sole responsibility.
Further, FOA does not provide tax, legal, investment or financial advice. To the extent that any Website content or other communication from us concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's own circumstances from an independent tax advisor.
The information presented in and accessible through the FOA Website has been obtained by FOA from sources it believes are reliable. However, FOA does not guarantee the accuracy or completeness of any such information. FOA may amend, change or delete information and links presented in or accessible through the FOA Website, or discontinue the Website, at any time without notice. All of such information has been prepared and provided solely for general informational purposes and is not intended as user specific advice.
News feeds, market quotes and other information accessible using links on the FOA Website are provided by independent third parties and are not guaranteed to be accurate, complete, or timely. Neither FOA nor any independent third party provider shall have any liability, contingent or otherwise, for the accuracy, completeness, timeliness or correct sequencing of any such information, or for any decision made or action taken by you or any third party in reliance upon any such information. Linked Websites are independent of FOA and FOA does not endorse any such linked Website.
FOA receives compensation from certain investment managers or sponsors that present at FOA events or conferences. Such compensation may be in the form of cash and/or a financial interest in an investment product or security (including a pooled investment vehicle or fund) managed by such investment manager or sponsor. Any such financial interest will be disclosed to FOA event participants. FOA does not receive placement fees or commissions for investment by FOA members in any investment product or security (including a pooled investment vehicle or fund) offered by any investment manager or sponsor that presents at FOA events or conferences. However, the fact that FOA may have a financial interest in an investment product or security (including a pooled investment vehicle or fund) managed by any such investment manager or sponsor creates a conflict of interest, including an incentive to promote the services, products or offerings of any such investment manager or sponsor over other competitive investment managers or sponsors that do not have similar financial arrangements in place with FOA.