SFO Collaborative

Co-investmentCooperationCollaboration

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.

Upcoming Event

London Business School Joint Event

Family Office Conference for

Financial and Business Families – February 24-25, 2026

Sfo Collaborative

Mission

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

Cross-border relationships with global family offices
Sustainable wealth stewardship
Family legacy preservation
Philanthropic impact

Proven Success

Dhahran, Riyadh & Jeddah – April 27–May 1, 2025

Transformative Partnerships: SFO Collaborative connected 25 U.S. single-family offices — representing sectors such as hospitality, real estate, manufacturing, technology, venture capital, and private investments — with 75 prominent Saudi business families engaged in finance, construction, diversified holdings, and industrial development during a series of forums in Dhahran, Riyadh, and Jeddah. Landmark Deal: The collaboration led to a $5 billion agreement with a U.S. life sciences company to establish intravenous fluid manufacturing plants in Detroit and Riyadh, an achievement highlighted during President Trump’s visit. Ongoing Impact: The initiative continues to drive five active investment negotiations spanning the hospitality, energy, and technology sectors. Diplomatic Success: Working closely with the U.S. Embassy and Department of Commerce, the forums advanced foreign direct investment and strengthened bilateral trade relationships. Global Blueprint: This proven model demonstrates how high-trust networks and strategic financial partnerships can be replicated worldwide to accelerate cross-border collaboration and economic growth.

Family-to-Family Investor Summit – September 2025

U.S. & European Convergence: SFO Collaborative brought together 25 major U.S. single-family offices and a European alliance of 25 influential family investment groups representing sectors such as luxury goods, natural resources, industrial manufacturing, maritime logistics, agribusiness, automotive, diversified holdings, private banking, and global capital management at an invitation-only summit in Zurich. Core Focus: The gathering delivered advanced risk management insights and facilitated high-value connections to unlock off-market deal flow, foster business development, and encourage peer-to-peer collaboration across technology, real estate, consumer goods, and sustainable investment sectors. Early Momentum: The summit catalyzed early co-investment discussions in technology, consumer brands, and real estate, with deepened relationships driving ongoing cross-border opportunities. Strategic Impact: By bridging transatlantic family office networks, the event reinforced trust-based collaboration and established a strong foundation for long-term global investment partnerships.

Rome & Vatican Family Office Exchange – October 2025

Intimate Trust Building: SFO Collaborative convened 25 principals from ultra-high-net-worth families — including single-family offices engaged in biotechnology and life sciences, diversified conglomerates, sovereign and royal investment entities, healthcare and medical supply ventures, consumer goods and beverage holdings, private equity and real estate funds, luxury and fashion enterprises, industrial manufacturing, and global capital management firms — for exclusive Vatican access and curated cultural experiences. Philanthropic Alignment: Secured multi-family commitments in support of a Latin American-led next-generation initiative centered on meaning, mental resilience, and values-based leadership. Legacy & Impact: The sacred setting fostered deep trust and cross-generational dialogue; a key participant was honored by the Vatican in recognition of humanitarian and philanthropic contributions.

Expected Outcomes

Build trust, encourage collaboration, share ideas and best practices between carefully vetted U.S. and global family offices of a particular size within identified industries.
Encourage cross border, direct investment, trade and technology transfer from the family office investment class
Strengthen bilateral ties through family office partnerships.

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

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