Membership Circles

Three Circles.
One Society.

Each circle calibrated with extraordinary precision to deliver remarkable value while preserving the intimacy, the confidentiality, and the unhurried sense of belonging that define every dimension of the society's character.

Membership is extended by nomination and invitation only, considered with great care through a formal process of review and initiation, and confirmed with the full understanding that an invitation to join this society, once declined or forfeited, is rarely if ever extended a second time.

Cipher
Circle I

Cipher

Those Who Have Been Recognized

Annual Membership Dues
Disclosed upon acceptance
Annual dues apply · Initiation investment required

For principals who have crossed the threshold of $10 million or more in realized capital.

Cipher is the society's first circle, and it is not a starting point so much as a recognition. It is extended to those who have built something of genuine significance, who carry the complexity that comes with meaningful capital and meaningful responsibility, and who are ready, for the first time, to move through the world with the infrastructure and the community that their position has always deserved.

Members of Cipher are among the most accomplished individuals in their fields. What they enter, upon crossing this threshold, is a world they did not previously know existed.

Protection & Security
Comprehensive Risk Architecture
  • Annual comprehensive review of personal, family, and asset risk exposure by senior security analysts
  • Continuous intelligence monitoring calibrated to the member's geographic footprint
  • Cross-border asset protection and secure transfer coordination across up to two active jurisdictions
  • Family physical security consultation, including residential assessment and travel safety protocols
  • International emergency response planning with defined escalation pathways
  • Digital communications privacy and cyber threat monitoring
  • Dedicated concierge relationship manager available during business hours
Deal Flow Access
Curated Investment Intelligence
  • Monthly curated investment briefings presenting two to three vetted opportunities from within the society's living network
  • Coverage spanning artificial intelligence ventures, infrastructure investment, and emerging asset categories
  • Access to member-exclusive special allocation opportunities unavailable through any public channel
  • Each opportunity delivered with institutional-grade contextual annotation and introduced through relationship
The Accelerator
Annual Participation
  • One guaranteed seat per year at the bi-annual Accelerator convening
  • Full participation in the Inverse Demo Day
  • Access to peer roundtables and practitioner-led working sessions
  • Post-convening deal room access for thirty days following each gathering
FOG Summit Events
Global Presence
  • Invitation to two FOG-hosted private events held in proximity to partner summits annually
  • Priority consideration for the FOG event at the AI and Infrastructure World Congress
Retreat Access
Experiential Calendar
  • Invitation to one annual society retreat experience, attended by no more than twenty carefully chosen members
  • Each retreat carries its own experience fee commensurate with the destination and depth of the engagement*
Community & Network
The Digital Commons
  • Full access to the private Family Office Group digital commons for asynchronous exchange
  • Co-investment interest signaling and introduction facilitation

* Retreat experience fees, bespoke services, and select member programme costs are disclosed separately. Dues and initiation investment do not include experience fees, destination costs, or specialist advisory engagements.

Keeper
Circle II

Keeper

Those Who Are Trusted With More

Annual Membership Dues
Disclosed upon acceptance
Annual dues apply · Initiation investment required

For principals managing between $50 million and $250 million in multigenerational capital.

Keeper is the society's second circle, conceived for those who operate genuine complexity with the patience of architects and the vigilance of stewards, navigating the layered dynamics of multiple entities, multiple jurisdictions, multiple family branches, and multiple time horizons with the sensitivity and precision they demand. Family Office Group meets them at that level, without simplification, without intermediary, and without the latency of those who have never operated at comparable scale.

Everything offered within Cipher is included within Keeper, elevated in quality, expanded in scope, and deepened in its orientation toward the specific and evolving requirements of each member.

Enhanced Protection & Security
Proactive Crisis Architecture
  • Quarterly security and intelligence reviews with real-time briefings tailored to the member's specific jurisdictions
  • Proactive crisis preparedness planning encompassing evacuation protocols and asset protection across up to three international locations
  • Coordinated cross-border legal and jurisdictional structuring for asset security in complex environments
  • Expanded family physical security services including executive protection consultation and international travel coordination
  • Dedicated relationship manager with committed response standard of four hours or less on urgent matters
Priority Deal Flow
Early Access Intelligence
  • Weekly curated investment access with early visibility on select opportunities before any broader network distribution
  • Priority access to special allocation and member-exclusive investment vehicles in AI, infrastructure, and frontier asset categories
  • Direct introductions to deal originators enabling bespoke co-investment structuring and negotiated terms
Full Accelerator Access
The Principal Dinner
  • Two seats per year at the bi-annual Accelerator convening with priority cohort placement
  • Access to the exclusive Keeper-tier principal dinner held the evening before the Inverse Demo Day, an intimate gathering where the most consequential conversations of the convening take place
FOG Summit Events
Expanded Global Access
  • Complimentary access to three FOG-hosted private events annually spanning the FII Priority Summit, the Milken Global Conference, and one additional FOG convening
  • Access to closed-door consortium gatherings restricted to family office principals meeting verified asset thresholds
Retreats & Experiences
Two Experiences Per Year
  • Two retreat experiences per year, including one international gathering designed exclusively for Keeper and Oracle members
  • Smaller in attendance, more private in character, held in destinations chosen to reward those who have earned the right to be unhurried
  • Each retreat carries its own experience fee commensurate with the destination and depth of engagement*
Advisory & Capital
Curated Introductions
  • Annual structured introduction to three senior advisors matched to the member's current priorities: tax strategists, estate architects, alternative investment managers, or family governance specialists
  • Up to four relationship-mediated introductions per year to aligned family offices for co-investment or strategic capital partnership

* Retreat experience fees vary by destination and programme scope and are disclosed in advance. Specialist advisory engagements beyond the scope of an introduction may carry separate fees disclosed upon arrangement.

Oracle
Circle III

Oracle

Those Who Shape What Others Cannot See

Annual Membership Dues
Disclosed upon acceptance
Annual dues apply · Initiation investment required

For principals overseeing $250 million and above. The majority of Oracle members manage $500 million or more.

Oracle is not a tier. It is a condition, a state of arrival that only a small number of principals ever reach, and that even fewer are invited to inhabit within the society's inner circle. Oracle members are those whose complexity of wealth, breadth of global influence, and depth of commitment to the society's culture of long-horizon reciprocity have made them, over time, not merely members but essential co-architects of the institution itself.

At this level, Family Office Group functions as a true parallel operating system: an always-present partner in the protection of assets and family members, the deployment and cultivation of capital at the highest levels of the global economy, the activation of networks that reach into rooms most people cannot name, and the patient, deliberate design of a legacy that will outlast every market cycle, every geopolitical disruption, and every generation that inherits it.

Comprehensive Protection
Always-On Security
  • Continuous, always-on intelligence monitoring and senior crisis response across all active jurisdictions
  • Proactive white-glove security coordination for the member's full family infrastructure
  • International travel protocols engineered for movement through complex and sensitive environments
  • Digital threat mitigation covering identity, reputation, and private communication
  • Coordinated global asset transfer and custody management with jurisdictional legal structuring across unlimited locations
  • A named relationship director with direct escalation power throughout the society's extended partner network, available without reservation at all hours
Unlimited Deal Flow
First-Look Proprietary Access
  • Real-time access to the society's full deal flow universe with first-look rights on a select portfolio of proprietary opportunities structured exclusively for Oracle members
  • Active and ongoing engagement from the society's investment relations team working to match Oracle capital with ventures aligned to the member's thesis
  • Unrestricted access to the deal room library in its entirety, including historical transaction records and co-investor intelligence
Accelerator Leadership
Reserved Seats & Standing Invitation
  • Up to 10 seats per bi-annual Accelerator, reserved for Oracle-tier principals; attendance remains merit-reviewed and earned, not assumed
  • Standing invitation to participate as a featured operator, practitioner panelist, or Inverse Demo Day principal judge
Summit & Consortium Events
The Full Annual Calendar
  • Complimentary access to all FOG-hosted events: Future Investment Initiative, Milken Global Conference, World Economic Forum, IMF and World Bank Annual Meetings, United Nations General Assembly
  • Participation in principal-only working groups and closed-door policy briefings whose outputs inform decisions at the level of institutions, governments, and sovereign endowments
Bespoke Retreats
Designed By & For You
  • One fully bespoke retreat experience per year, conceived in direct collaboration with the member, covering destination, format, guest composition, duration, and thematic intention
  • Family Office Group designs, curates, and facilitates the entire experience; all venue, travel, hospitality, and associated costs are the responsibility of the member*
  • Open and standing invitation to every other society retreat throughout the year

* The bespoke retreat facilitation is provided as part of Oracle membership. Destination, venue, hospitality, and all associated costs are borne entirely by the member and disclosed in full prior to the experience.

Family Legacy & Governance
Dynastic Architecture
  • Ongoing engagement with the society's family governance and legacy planning specialists
  • Cross-border estate structuring, family meeting facilitation, rising generation programming
  • Philanthropic strategy designed to give the family's values durable institutional form across generations
  • Oracle members of distinguished standing may be invited to serve on the Family Office Group Society Council

* The bespoke retreat facilitation is provided as part of Oracle membership. Destination, venue, hospitality, and all associated costs are borne entirely by the member and disclosed in full prior to the experience.

The Path Forward

Family Office Group
does not recruit. It recognizes.

Every individual who enters this society does so because another member, one who has walked this path themselves and is prepared to stand fully behind their nomination, has chosen to extend their name and their credibility on behalf of someone they believe belongs here.

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