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How to Connect and Collaborate with Family Offices

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Summary

Family Offices are more than just investors—they are partners with a long-term vision and a unique set of priorities. Understanding how to approach and engage them effectively requires not only knowledge of their investment strategies but also insight into what drives them.

In this engaging Family Office List MasterClass, Danielle Patterson, CEO of Family Office List, will host Ryan Austin, CEO of Arondight Advisors, as he shares practical strategies for entrepreneurs and investors to build authentic relationships with Family Offices. With extensive experience in strategic communications, PR, and financial marketing, Ryan has helped top-tier companies navigate the family office landscape and secure key investments in emerging sectors such as AI, cybersecurity, fintech, and Web3.

You will come away learning:

Understanding Family Office Priorities: How wealth preservation, impact investing, and long-term capital strategies shape their investment approach.

Approaching Family Offices: Practical steps to initiate contact, build rapport, and align your pitch with their values.

Relationship Building: How to maintain meaningful, long-term relationships that go beyond transactions.

Trends in Family Office Investments: Key sectors and trends driving family office allocations today.

Strategic Positioning: How to differentiate yourself and present your value proposition effectively to attract family office interest.

This workshop is perfect for founders, entrepreneurs, and investment professionals looking to expand their network and build partnerships within this often-exclusive community.

Featuring insights from Ryan Austin, a leading expert in family office engagement and strategy, this session will conclude with an interactive Q&A where attendees can gain personalized advice on their specific challenges and goals.

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Date

October 24th, 2024

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Venue

ZOOM

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