Lisa Merriam's Contact Details

Lisa Merriam's Company Details

Family Office Association - A Source of Privileged Insights Into Strategic Investing

Greenwich, CT, US • 20 - 49 Employees
Social Services

Family Office Association is a highly selective membership and digital events organization dedicated to the multigenerational success of families, the thriving and intergenerational understanding of family members of all generations (Traditional, Boomer, NextGen, Millennial, Gen Z) and to the family offices that work with pride and distinction in supporting all five capitals (financial, human, intellectual, social, and spiritual) of the families they serve.Family Office Association is dedicated to bringing a uniquely beneficial understanding of family and family office best practices, anchored by our proprietary research and content, and highlighted by our personal relationship with the most knowledgeable experts. We are attuned to future trends and rising generations and understand how best to help with transitions.During COVID19 Family Office Association pivoted more quickly and better than any organization within the global family office community. As one member stated, "Family Office Association went from hosting 12-15 events per year to over 150!" We are committed to hosting live digital video programming multiple times per week that feature new, interesting topics and guests. We've created significant proprietary content and Masterclasses during COVID19 that provide real member value. We believe the current health crisis has accelerated trends in how we interact that will remain long after the pandemic is gone.