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Networking Opportunities

Contact Our Global Family and Private Investment Office Teams

Find the right services to meet your family office's complex needs.

Issues important to you help craft our agendas


  • Global Wealth Alliance for principals and chief executive officers.
  • Financial Executives Group for chief financial officers and chief operating officers.
  • Wharton Global Family Alliance: a research collaboration with the Wharton School and partnership with the Wharton Global Family Alliance (GFA) to better understand the financial performance and operational strategy at family offices.
  • Private Trust Companies: a community intended to support our more than 50 private trust and family trust company clients.
  • Founder's Circle: GFO’s focused advisory board comprised of current and former family office CEOs.
  • Women's Investment Exchange: Women-owned and led network of senior family office investment professionals.
  • Rising Gen: A quarterly small group gathering of next generation family members ages 22-40.
  • (Virtual) Investment Exchange: Regional investment networks of family office investment professionals with open discussion facilitated by GFO specialists.


Specialized Content


Annual benchmarking survey exclusively for GFO clients.

GFO Pulse

Frequent and digestible postings and podcasts on topics relevant to Global Family Office clients.

Investment Insights

Periodic content curated by the GFO Investment Practice featuring unique ideas, strategies, or opportunities for family office clients.


David C. Albright

David C. Albright

Head of Client Development & Co-Regional Managing Director
David W. Fox, Jr.

David W. Fox, Jr.


Learn More About Global Family and Private Investment Office Services

Discover our specialized offerings that can help you manage your family office.


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This information is not intended to be and should not be treated as legal advice, investment advice or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

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