SFO Collaborative

Co-investmentCooperationCollaboration

  • Global Trade Association

SFO Collaborative is an international community of leading single-family offices. Founded as a non-profit by family offices and exclusively for them, it connects families across borders to exchange knowledge, forge trusted relationships, and explore new opportunities together.

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Introduction to SFO Collaborative

Our Mission

Empower SFOs through education, collaboration, and strategic partnerships, fostering high-trust networks that drive:

Global Family Office Connectivity

Trusted cross-border relationships connecting families, capital, and opportunities across jurisdictions and generations.

Sustainable Wealth Stewardship

Long-term wealth guidance focused on growth, preservation, and responsibility through changing economic cycles.

Enduring Family Legacy

Strategic alignment of wealth, values, and governance to protect and transfer legacy across generations.

Purpose-Driven Philanthropy

Philanthropic strategies aligned with family vision to create measurable, lasting societal impact.

Dhahran, Riyadh & Jeddah – April 27–May 1, 2025
SFO Collaborative connected 25 U.S. single-family offices with 75 leading Saudi business families across a series of forums in Dhahran, Riyadh, and Jeddah, spanning sectors including finance, industrials, real estate, and technology. The initiative facilitated high-impact partnerships, culminating in a landmark $5 billion life sciences manufacturing agreement in the U.S. and Saudi Arabia. Ongoing negotiations across hospitality, energy, and technology, alongside collaboration with the U.S. Embassy and Department of Commerce, have strengthened bilateral investment flows and established a scalable model for global cross-border partnerships.
Family-to-Family Investor Summit – September 2025
SFO Collaborative convened 25 leading U.S. single-family offices and a European alliance of 25 prominent family investment groups at an invitation-only summit in Zurich. Bringing together diverse sectors including luxury, industrials, natural resources, and global finance, the gathering focused on advanced risk management and unlocking off-market opportunities across technology, real estate, consumer, and sustainable investments. The summit catalyzed early co-investment discussions and strengthened cross-border relationships, reinforcing SFO Collaborative’s role in fostering trust-based collaboration and long-term global investment partnerships.
Rome & Vatican Family Office Exchange – October 2025
SFO Collaborative convened 25 principals from ultra-high-net-worth families representing diverse global sectors for an intimate gathering featuring exclusive Vatican access and curated cultural experiences. The exchange fostered deep trust and cross-generational dialogue while aligning participants around a Latin American-led next-generation initiative focused on meaning, mental resilience, and values-based leadership. The event reinforced strong philanthropic commitments and culminated in a Vatican recognition honoring a participant’s humanitarian contributions.
London Business School Family Office Conference - February 2026
SFO Collaborative partnered with London Business School to convene leading global family office principals and investment leaders for a two-day forum focused on governance, succession, and capital allocation. Bringing together prominent families, sovereign and royal entities, and institutional investors across sectors, the conference featured faculty-led sessions, peer discussions, and an NVIDIA briefing on AI’s cross-industry impact. The gathering fostered trust, cross-border collaboration, and the exchange of best practices, reinforcing SFO Collaborative’s role as a bridge between top family offices and academic institutions to support long-term stewardship of family capital.
Family-to-Family Investor Summit - February 2026
SFO Collaborative co-hosted an invitation-only Family-to-Family Investor Summit in Zurich, convening leading global single-family offices for a highly curated, deal-focused exchange centered on proprietary, off-market opportunities. Bringing together prominent European and international families across industrials, healthcare, consumer, and technology sectors, the summit emphasized direct investing, governance, and cross-border structuring. The gathering fostered confidential collaboration, catalyzing ongoing co-investment discussions and reinforcing SFO Collaborative’s ability to unite influential families in a trust-driven environment for long-term capital deployment.
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Expected Outcomes

Our Goals

Building trust, collaboration, and knowledge-sharing among carefully vetted U.S. and international family offices within select industries.

Encourage cross border, direct investment, trade and technology transfer from the SFO investment class.

Strengthening bilateral relationships by cultivating aligned, long-term partnerships between family offices.

SFO Collaborative Ltd. is a global trade association committed to advancing the single family office (SFO) industry by promoting best practices, fostering trust and collaboration, and building strategic partnerships among SFOs and their partners.

Contact Us

admin@sfocollaborative.org

Confidentiality & Disclaimer

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