BECOMING A MEMBER
A Thoughtful Path to Community
Over the past two years, the Family Office Mastermind Group (FOMG) has quietly brought together a select group of family office leaders and domain experts to explore what meaningful connection in this space can look like. Through private gatherings and peer collaboration, we’ve shaped a model grounded in trust, discretion, and shared purpose.
Now, FOMG enters its next chapter — formally launching membership through peer nomination and careful curation to ensure a community defined by excellence and alignment.
Founding Member Enrollment
The inaugural membership window invites up to 100 founding members to help shape the future of FOMG.
- Applications open: October 2025
- Applications close: January 2026
- Official launch: March 2026
- Limited to first 100 founding members
How Members Join
1. Nomination or Discovery
Most members are invited by our founders or nominated by existing members who recognize their integrity, excellence, and alignment with FOMG’s mission. Domain experts often come recommended by multiple peers who have witnessed their work firsthand.
2. Express Interest
If you’ve found your way here, you’ve likely been referred or informed by someone within our community. We welcome professionals whose expertise supports families and whose values reflect our own. Express your interest by sharing how your work contributes to family wellbeing, your record of excellence, and how you envision engaging within FOMG. Express interest and join the membership wait list.
3. Discover Conversation
When there is clear alignment, we’ll schedule a conversation to learn more about your background and goals. This dialogue explores how FOMG can advance your professional practice while you contribute to family flourishing.
4. Verification Process
All prospective members complete a discreet verification process, including reference, background reviews, and discreet verification measures to ensure community safety. Our membership committee—composed of respected domain experts and family office principals—confirms both professional excellence and values alignment before extending invitations.
5. Welcome & Integration
New members receive a personalized onboarding experience that includes strategic introductions to relevant peers and opportunities to engage in community programs, ensuring meaningful connection and lasting impact within the FOMG community.
A Community of
Excellence and Trust
Membership in FOMG is an invitation to join a discerning community where family office leaders, next-generation members, and accomplished domain experts come together as peers. United by shared values of trust, integrity, and purposeful service, members engage in meaningful relationships that strengthen both family legacy and professional practice.
Verified Professional Membership
For accomplished family office leaders, rising generation members, and distinguished domain experts who wish to engage in a trusted community built on integrity, purpose, and shared learning. Verified Members participate in curated in-person gatherings, cross-disciplinary collaboration, and thoughtful exchange that strengthen both professional practice and family impact.
Membership follows a discreet review process confirming excellence, alignment, and contribution to the community’s purpose. Members gain access to symposiums, curated introductions, speaking opportunities, and inclusion in our private directory.