Organization · Community
Family Office Factory
Family Office Factory is a media and insights platform based in Chicago, focused on connecting the family office community through networking and events. They provide resources on wealth management and investment topics.
Overview
What Family Office Factory does
What Family Office Factory is
Family Office Factory is a media and insights platform based in Chicago, focused on connecting the family office community through networking and events. They provide resources on wealth management and investment topics.
How it participates in the startup ecosystem
The current public profile supports community and event host and publisher capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Community
- Founded
- Founded in 2025
- Approximate age
- About 1 year
- Structured capabilities
- Community · Event host · Publisher
- Last reviewed
- April 1, 2026
Official channels
Find Family Office Factory elsewhere
Open the official website or a supported primary organization account.
Capability profile
Family Office Factory as a community
Community overview
Family Office Factory is an organization focused on the high-net-worth community, providing a platform for discussions on various financial and investment topics. The organization is based in Chicago and hosts the Annual Chicago Family Office & High Net Worth Conference, which addresses issues relevant to wealthy families and individuals.
Community focus
Family Office Factory invests in and provides services related to wealth management, estate planning, real estate, technology, and alternative investments. The organization emphasizes topics such as preparing the next generation, women's entrepreneurship, philanthropy, impact investing, and mental health.
Member value
Members gain access to valuable discussions, networking opportunities, and insights into wealth management and investment strategies tailored for high-net-worth individuals.
Membership
- Pricing models
- fixed-tuition
Format and cadence
- Modality
- in-person
- Schedule
- rolling-admissions
- Commitment
- light
Availability
- Membership state
- Accepting
- Next recorded event
- June 10, 2026
Audience and fit
- Audience
- Founders · Investors
- Benefits
- network-access and mentorship
- Program types
- community
- Selection criteria
- open
- Regions
- United States
Community activity
- Annual events
- 1
Events and activity
The Annual Chicago Family Office & High Net Worth Conference is a key program organized by Family Office Factory. The next conference is scheduled for June 10, 2026, at the University Club of Chicago. The conference features notable speakers and provides networking opportunities for attendees.
Notable members
Notable members include James W. Keyes, former CEO of 7-Eleven, Inc.; Wendy Berger, CEO & Founder of WBS Equities, LLC; Todd Litzsinger, former Chairman, CEO & President of Follett Corporation; Jeff Shapack, Founder & CEO of Shapack Partners; and Frank Gentile, Fifth Generation of the Follett Family.
Capability profile
Family Office Factory as an event host
Event focus
Family Office Factory invests in and provides services related to wealth management, estate planning, real estate, technology, and alternative investments. The organization emphasizes topics such as preparing the next generation, women's entrepreneurship, philanthropy, impact investing, and mental health.
Format narrative
The Annual Chicago Family Office & High Net Worth Conference features notable speakers and provides networking opportunities for attendees.
Participant value
The conference addresses issues relevant to wealthy families and individuals, offering insights and networking opportunities.
Format and cadence
- Event types
- conference
- Recurrence
- annual
- Modality
- in-person
- Startups can present
- No
Availability
- Registration state
- Not currently accepting
- Next recorded event
- June 10, 2026
- Next event location
- University Club of Chicago
Audience and fit
- Audience
- Founders · Investors
- Regions
- United States
Speakers and past editions
Speakers
James W. Keyes, Wendy Berger, Todd Litzsinger, Jeff Shapack, Frank Gentile.
Capability profile
Family Office Factory as a publisher
Editorial focus
Family Office Factory is dedicated to serving the high-net-worth community by facilitating discussions on wealth management, estate planning, real estate, technology, and alternative investments. The organization emphasizes the importance of preparing the next generation, promoting women's entrepreneurship, philanthropy, impact investing, and addressing mental health issues.
Audience value
Family Office Factory provides a platform for wealthy families and individuals to engage in meaningful discussions about financial and investment topics, fostering a community that supports their unique needs and interests.
Format and cadence
- Content formats
- newsletter
Availability
- Guest pitch state
- Not currently accepting
Audience and focus
- Audience
- Investors
- Regions
- North America
Flagship work and coverage
Flagship properties
The Annual Chicago Family Office & High Net Worth Conference is a key event organized by Family Office Factory, scheduled for June 10, 2026, at the University Club of Chicago.
Common questions
What to know about Family Office Factory
Upseed classifies Family Office Factory under the Community organization type. Its current public profile includes community, event host, and publisher capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
April 1, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.