The Global-Asia Family Office Circle (GFO Circle)

A trusted environment for the family office community to connect, share knowledge and access leading insights.

Overview

The Global-Asia Family Office Circle (GFO Circle) is a trusted network platform that serves as a unifying voice and capability-building association for family offices in Singapore and Asia. Launched in partnership with the family office community and supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS), the GFO Circle provides a trusted environment for members to connect, share knowledge and contribute to the development of the family office ecosystem in Singapore and across the region.

Leveraging the deep educational expertise of the Wealth Management Institute (WMI), the GFO Circle brings together family principals and professionals working within single-family offices, as well as experienced partners and advisors across private banking, asset management, multi-family offices, trust services, legal, tax, accounting and related fields. Through capability building, community building and thought leadership, members gain access to peer-to-peer learning, members-only forums and closed-door roundtables, leading practitioners and global thought leaders, research and practical resources, as well as GFO Circle events including the WMI’s flagship Global-Asia Family Office Summit.

Our Vision and Mission

Our Vision:

To be the leading voice and umbrella association for Family Offices in Singapore and Asia.

Our Mission:

To build a membership community to foster cross-sector collaboration and galvanise purposeful wealth.
To promote peer learning and skills development through rigorous certification programmes.
To provide research and thought leadership on critical areas for the long-term development of the family office industry.

GFO Circle Membership

The GFO Circle is a network platform for the family office community in Singapore and Asia that is dedicated to meeting the emerging needs in the family office sector through the fostering of trusted environment that is built on peer learning, collaboration and competency building.

This platform will be used to build capabilities and community in the family office sector, to help create a sustainable, long-term ecosystem for all.

Membership will be subject to their respective eligibility criteria, and an Annual Membership Fee will be applicable. Members are expected to comply with GFO Circle Code of Conduct.

Build community, learn from thought leaders and peers, share ideas and be involved in shaping the family office ecosystem with us today.

WMI GFO Circle Code of Conduct: A Safe, Trusted Environment

Strictly Enforced Non-Solicitation and Peer Privacy

Non-Solicitation

GFO Circle is committed to creating a safe and open environment where Members can exchange ideas and collaborate in a space that is free from solicitation in any form.

Confidentiality

Experiences and insights are to be shared in strict confidentiality.

Participation

Active participation by members is pivotal in establishing a collaborative ecosystem that provides value to the family office community.

Respect, Professionalism & Integrity

GFO Members are expected to conduct themselves with respect, professionalism, and integrity during all webinars/events, sharing sessions, and discussions.

Frequently Asked Questions

What is the Global-Asia Family Office (GFO) Circle?

The GFO Circle is a trusted network platform launched by WMI, supported by the Singapore Economic Development Board (EDB) and the Monetary Authority of Singapore (MAS). It provides a trusted environment for family office principals, professionals and partners to connect, share knowledge and gain access to insights from leading practitioners and global thought leaders. Its activities span capability building, community building and thought leadership.

Who is eligible for GFO Circle Membership, and what are the circles?

The GFO Circle brings together two broad communities within the family office ecosystem:

Principals & Professionals Circle: This Circle comprises two distinct member groups: Family Principals and SFO Professionals. Membership options include Individual Membership for Principals, Individual Membership for SFO Professionals, and Family Membership for Principals and their SFO teams.
Partners Circle: For individual advisors and leading firms serving family offices across private banking, asset management, multi-family offices, trust services, legal, tax, accounting and independent financial advisory sectors. Membership categories comprise Associate, Senior and Corporate Membership.

Is there an annual membership fee for the GFO Circle?

Yes, annual membership fees are structured based on the specific membership category (Principals, Professionals, or Partners) and are disclosed upon application. For individual industry practitioners within the Partners Circle (Associate and Senior categories), the annual fee is fully waived upon the successful completion of a qualifying WMI Certification programme within the past year, aligning with WMI’s commitment to continuous capability building.

How can industry practitioners waive their annual membership fees?

For eligible individual practitioners in the Partners Circle (Associate and Senior categories), the Annual Membership Fee is waived if the practitioner has successfully completed a qualifying WMI Certification programme in the past year. Qualifying programmes must focus on topics related to ESG, Family Offices, Investments, or Trusts.

What core privileges do GFO Circle members receive?

Members receive a range of privileges across capability building, community building and thought leadership. These include peer-to-peer learning, knowledge-based learning opportunities, members-only forums and closed-door roundtables, access to research and practical resources, and preferential access to GFO Circle events including the annual Global-Asia Family Office Summit.

Additional benefits vary by membership category.

For more information, please contact us at: gfomembership@wmi.edu.sg.