Welcome to the European Family Office Alliance

Where family offices come together to transform regions, communities and people.

Who are we?

The European Family Office Alliance is a peer-to-peer Alliance dedicated to the advancement of member family office interests and programmes that benefit people, society and environments. We help make your family and your family capital truly transformative.

We are a collaborative group of over 200 families from 17 countries on 4 continents.  We come with businesses in almost every segment of the private sector and are familiar with global markets.  We are not Financial Asset Managers, former bankers, or investment advisors.  We provide practical solutions for families to work with your own themes for success in your personal, business and family office life.

We offer tool kits and practical examples to help family offices meet their family objectives, from high-level webinars, to bringing people together on key projects to drive change. Our tailored support spans from transition planning to our own family office certification process.

The EFO is a non-profit, Limited Company originally formally established in 2017. It is registered in London and led by Frederick Shepperd, who is the CEO & Founder of Shepperd Investors AG, Switzerland, his family office. Frederick is a strategic leader in the quiet and opaque family office world. He is an industrialist and has a long track record of success in business, culture and support of the arts.

Our view & family values

We take the long-term view for more sustainable lasting benefit. Our member magazine is titled, “Families For Families.” Change by the people, for the people – by those who have the means, or ability, to do so. The most important assets we protect are the values and world we prepare for our grandchildren’s children and beyond.

We operate in a spirit of openness and transparency with a commitment to the greater good. We make a difference every day as do our family Alliance members.

Our vision and role

Family offices have always led the way, being a key engine of the economy. Innovating with technology and maintaining investment in real industries.

Being independent means being free to invest where we see the potential to enhance society and prospects for all.

We convene, inspire, inform and transform, building relationships in an environment of trust enabling stronger collaboration to deepen the impact of game-changing innovation and investment. We share best practice, helping to manage commitments and handle those challenges unique to family offices.

And like a family, we know and can support one another.

Our gatherings

Our Alliance host regular family office Gatherings throughout the year and around the world.  We also organize smaller group meetings for cultural events, or specific timely topics.  The Gatherings and other programming are organized exclusively for our family members. For further information, contact info@efoalliance.eu

Our philosophy

Discover more about what drives the EFO Alliance in this article of how families lead the way in times of change, as published in The November 2016 “Families For Families” magazine, our official publication.

Be a part of the change

We act to build a better world.

If you are a local family champion in your community, let us combine resources in the pursuit of our shared goals, and the demonstration of our values in action. For today, tomorrow and beyond!

We look forward to welcoming you!

Frederick Shepperd,
CEO & Founder EFO Alliance

 

For further information on the European Family Office Alliance, contact: info@efoalliance.eu