SFO Collaborative
Co-investmentCooperationCollaboration
- Switzerland Sept 29th-OCT 1st
Sfo Collaborative
ABOUT
SFO Collaborative is a global trade association dedicated to advancing the single-family office (SFO) industry. Our mission is to empower leading SFOs through education collaboration, and strategic partnerships.
SFO Collaborative fosters high-trust networks promoting best practices and supporting members navigating the complexities of global markets using existing diplomatic and policy channels alongside the strength of family to family relationships, to drive cross-border co-investment opportunities.
Through curated educational events, we create an environment conducive to continuous knowledge exchange and innovation. Our structured partnership paradigm: cooperation → collaboration → co-investment serves as the foundation for unlocking opportunities, driving sustainable wealth stewardship, ensuring family legacy preservation, and supporting philanthropic missions.
Events
SFO Collaborative hosts landmark events around the world in partnership with the US Department of Commerce to encourage foreign direct investments and bilateral trade between and among large single-family-offices and global families with operating companies who are market leaders and industry experts in various countries and regions. Upcoming events will be held in Rome, Abu Dhabi, London, Zurich and Palm Beach, for trust building, sharing of best practices among global family offices on sustainable wealth stewardship and philanthropy.
Proven Success: Saudi Forums, April-May 2025
In April-May 2025, SFO Collaborative partnered with the U.S. Embassy and Department of Commerce working with Saudi Arabia’s Ministry of Investment (MISA) to host three forums in Dhahran, Riyadh, and Jeddah. These events connected 25 prominent U.S. SFOs (single-family offices) heads of industry in hospitality, real estate, defense, national security, technology, healthcare, industrial & manufacturing, energy & data, chemicals & biotech with 75 prominent Saudi merchant families, including Sultan Olayan (BTG Pactual MENA), the Jamjoom family, Khalid Alfozan (Alfozan Group), Abdullah Bugshan (Abdullah Bugshan Group), Ghassan Alsulaiman (Alsulaiman Group), Saleh Alsorayai (SNASCO Holding), and Yaser bin Mahfouz (SEDCO Holding). The forums yielded two memoranda of agreement, including Shamekh LifeSciences, announced by the White House during President Trump s visit, which included a $5 Billion Dollar deal to develop a pair of intravenous fluid manufacturing plants, one in Detroit, MI and the other in Riyadh, Saudi Arabia. In addition, five other separate investment negotiations are currently ongoing across hospitality, power production, and technology industries. Working closely with our US Embassy diplomatic partners in various countries, these initiatives exemplify our ability to foster high trust networks, materializing into financial partnerships that drive foreign direct investment back to the U.S. and Bilateral trade. We anticipate replicating this model around the world.
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.
Register
The Event Admission Ticket grants one attendee access to the SFO Collaborative Forum & Reception in one of the following locations. The ticket includes attendance to all scheduled sessions, keynotes, and networking opportunities at the selected event. Upon registration, please specify your chosen event location.
Fulfillment, Refund & Cancelation Policy
Fulfillment
- Payment: The full event registration fee of $1,500 is due upon registration and is payable via the payment methods provided on our website. Registration is confirmed only upon receipt of full payment.
- Event Information: Confirmed registrants will receive event details, including scheduling and logistics, approximately 10 days prior to the event, provided payment is complete and the registrant is not in default.
- Attendee Information: Registrants must provide the names of attending executives no later than seven (7) business days before the event. Failure to do so may result in exclusion from the event without refund.
Refund and Cancellation Policy
- Non-Refundable Payments: All registration fees are non-refundable, except as outlined below.
- Registrant Cancellation: If you choose to cancel your registration, written notice must be sent to mailto:admin@sfocollaborative.org at least 14 business days prior to the event date.
- Cancellations or failure to pay the registration fee in full will result in forfeiture of the entire fee as a cancellation fee. This amount is agreed to be reasonable liquidated damages for losses incurred by SFO Collaborative Ltd., which are difficult to estimate.
- Event Cancellation by SFO Collaborative Ltd.: If the event is permanently canceled (not postponed or merged with another event) for any reason, including force majeure, and you have paid the full registration fee, you may choose either:
- A credit voucher for the paid amount, valid for one year, to be used at any SFO Collaborative Ltd. event; or
- A full refund of the registration fee.
- Event Changes: SFO Collaborative Ltd. reserves the right to modify event dates, locations, features, or merge the event with another without penalty. No refunds, partial refunds, or alternative offers will be provided in such cases.
- No Liability for Additional Costs: Except as stated above, SFO Collaborative Ltd. is not liable for any costs or losses incurred by registrants due to event cancellation, postponement, alteration, or merging with another event.
Contact Us
- For questions or to submit cancellation notices, please contact us at mailto:admin@sfocollaborative.org
SFO Collaborative Ltd. is a global trade association dedicated to elevating the single family office (SFO) industry by educating members about best practices and fostering trust, collaboration, and strategic partnerships among SFOs and merchant families.
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