About

We do things a little differently at Forge. Get more information on our mission, vision, and values, the Executive Committee, our structure and why we do what we do.

The Forge Promise

Forge holds itself and its members to the highest standards, which are reflected in our vision, mission, and values. We strive to embody these everyday as they are core to our community and its success.

VISION

Connect the single family office industry.

MISSION

To connect single family offices, their executives, and the families they serve across the globe by creating a trusted and confidential peer-to-peer network which will enable an exchange of knowledge and resources in an efficient and effective way.

VALUES

Our values guide the community and represent our high standards. They enable our mission and our vision.

EXCELLENCE, NOT PERFECTION

Single family offices deserve the best and they deserve it quickly. We strive for excellence over perfection, acknowledging that achieving excellence today means more than perfection in the future.

TRUTH, NOT BIAS

Single family offices are a target for everyone who has something to sell. Forge wants to filter out biased sales pitches in search of the best information to support our community.

ADVOCACY, NOT ACTIVISM

With over 800 single family offices, the Forge Community can be the voice for the industry.

ESSENTIAL, NOT OVERWHELMING

Single family offices are inundated with information. We curate the best information available by using a combination of leading AI tools and peer recommendations.

EXCHANGE, NOT ONE-SIDED

A true community is about giving AND receiving. For the community to thrive, it must be a two-way street.

Forge governance

To truly be of, by, and for single family offices, our community is governed by our members.

EXECUTIVE COMMITTEE

The Executive Committee is made up of the committee chairs, and it provides strategic guidance and support for the Forge Community membership and staff. They are core to understanding membership needs and exploring and refining the many opportunities for our organization.

PEER COMMITTEES

Our peer committees drive strategic guidance in the following areas:

Content
Education and Events
Membership
Research

AMBASSADORS

Forge Ambassadors represent the voice of their single family office peers within their group to the Forge Community. They are the primary liaison between their group and the larger Forge Community.

COMMUNITY

The Forge Community is the largest, non-commercial, peer-to-peer network of single family offices. We've grown organically over the last ten years, extending invitations to individuals and like-minded peer groups to build a diverse and engaged community.

The Executive Committee

Our executive committee leads everything we do. They are the driving force of Forge, and truly embody our community.

Michelle Clements

Lopa Desai

Julie Everett

Alyssa Giordano

Jack Gallagher

Andrea Markezin

Rick Waggoner

Larry Wolf

Our Journey

In 2011, Forge was FORGE, an initiative started at Fidelity Institutional, which stood for Family Office Regional Group Executives. Things have changed a little since then, but the spirit of collaboration and desire for connection remains.
Today, the Forge Community is a startup backed and empowered by Fidelity Labs, the fintech incubator of Fidelity Investments, focused on building new businesses to better serve customers and enter new markets. With the continued support of Fidelity Labs, Forge will continue to be an engine of innovation for the single family office industry.

Learn More About Fidelity Labs