Southeastern Family Office Forum

September 15-17, 2025 - Atlanta, Georgia

Our Purpose

Few issues are of greater importance than perpetuating a family's values, heritage, philanthropic activities, wealth, and inter-generational relationships... but success requires thoughtful proactive planning. The Southeastern Family Office Forum (SEFOF) aims to create a peer-to-peer educational and networking opportunity in a safe, academic environment for families of significant wealth.  Staffed by scholars, industry experts, and family members, the Forum provides thought leadership and insight into various issues through a highly interactive, thought-provoking format.

Confidentiality & Code of Ethics

Open communications, sharing of experiences, and networking are key to the success of SEFOF participants and greatly enhance their experience. However, complete confidentiality is critical to facilitating such interaction, and by registering for this program, attendees agree to keep all information in the strictest of confidence. It is also recognized that in addition to serving their own family, some families provide investment advice or other services to outside families. As part of the SEFOF code of conduct, attendees are expected to adhere to a strict no solicitation policy. Violation of this Code of Conduct will result in the immediate dismissal of the attendee with no refund of registration.

Over the Years

Watch the video below to hear from some of our SEFOF Families who
helped us celebrate our 10th Anniversary in 2021!

Attendance is By Invitation Only & For Qualified Attendees

Our program is open to families and family enterprises and/or their executives. 

  • “This extraordinary forum provides education, networking, and learning opportunities for family offices and family-owned businesses, as well as a venue for the exchange of great ideas.

    — Greg Gerhard, Former Director of Programs & Partnership, Southeastern Council of Foundations

  • “Over the last 3 years the Southeast Family Office Forum has provided me with the opportunity to explore multiple subjects, in depth, related to developing our Family Office. The personal connections with ..."

    — Dan Bowman, Tibbetts Holdings, LLC

  • “I attended the SEFOF in 2014 to gain some understanding of Family Offices, as my family was considering one for ourselves. I expected to learn a lot about family offices, how they can be structured, and what they offer...

    — Family Business Owner

  • “I had the opportunity to attend my first SEFOF conference in September 2014, and it was exceptional! The conference had a unique blend of families, family offices, and professionals who serve families..."

    — Wanda Ortwine, Chief Family Officer for Luck Companies

Thank you for your interest in the Southeastern Family Office Forum.