Overview
What is Carolinas Family Office Forum?
The Carolinas Family Office Forum is a learning-focused nonprofit based in Chapel Hill, North Carolina. Its primary objective is to foster an understanding of family wealth management. They accomplish this by organizing expert-led member meetings, creating a conducive environment for knowledge sharing and growth in this field. The forum's activities are centered around providing valuable insights and resources for individuals managing family wealth.
Is Carolinas Family Office Forum legitimate?
Carolinas Family Office Forum is a legitimate nonprofit organization registered as a 501(c)(6) entity. Carolinas Family Office Forum submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
What is the mission statement of Carolinas Family Office Forum?
The Carolinas Family Office Forum serves as a wealth management forum, situated in Chapel Hill, NC. Its primary mission is to create an educational environment, fostering knowledge about family wealth management. The forum accomplishes this by organizing member meetings, inviting expert speakers to share their insights. The objective is to empower families in managing their wealth effectively. The forum provides a platform for networking and learning, aiming to equip its members with the necessary tools and understanding to manage their financial resources efficiently.
Who is the CEO of Carolinas Family Office Forum?
Unavailable
What is the revenue of Carolinas Family Office Forum?
Carolinas Family Office Forum's revenue in 2022 was $49,000.
Who are the executives of Carolinas Family Office Forum and what are their salaries?
Here are 3 key members and their salaries:
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
- Compensation: $0
- Related: $0
- Other: $0
Where can I find the form 990EZ for Carolinas Family Office Forum?
Carolinas Family Office Forum's most recent form 990EZ was submitted in 2022 and can be accessed here.
Mission Statement of Carolinas Family Office Forum
The Carolinas Family Office Forum serves as a platform in the realm of family wealth management. Located in Chapel Hill, NC, this organization offers an enriching environment for its members by facilitating learning opportunities and hosting meetings with esteemed speakers. Its mission is to provide a space where individuals can gain insights and knowledge about managing their family's wealth effectively. The forum does this by organizing events that feature expert speakers, fostering a collaborative learning environment for its members.
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Impact
October, 2024
The Carolinas Family Office Forum significantly enhances the wealth management landscape in Chapel Hill, NC, by creating a dedicated environment for education and dialogue among families managing substantial assets. By hosting member meetings with expert speakers, the forum fosters a culture of informed decision-making around family wealth management. This initiative not only facilitates knowledge-sharing but also builds a supportive community where families can exchange experiences and strategies, ultimately leading to improved financial literacy and management practices. The network it creates empowers families to navigate the complexities of wealth with confidence and insight.
This information is meant to be a general summary of Carolinas Family Office Forum. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Gross Receipts: $49,000
Assets and Liabilities:
- Total Assets: $35,524
- Total Liabilities: $0
- Net Assets: $35,524
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Organization Details
Phone
(919) 619-4247Main Address
100 WATERFORD PLACE, CHAPEL HILL, NC, 27517
NTEE Category
Code: S41 - Community improvement
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