Notify me about upcoming Masterclasses
Sign up for notifications and be the first to know about upcoming webinars:
Join us for an engaging MasterClass hosted by Danielle Patterson, CEO of Family Office List, featuring Denny Chared, Founder of DC Finance, as we explore "Understanding the Family Office Mindset: Key Strategies for Building Lasting Relationships." With over 20 years of experience in investments and corporate finance, Denny has built DC Finance into one of the world's largest networks of family offices, offering impactful events that connect high-net-worth individuals and family offices globally.
In this session, Denny will share valuable insights on how family offices operate, their approach to partnerships, and the priorities that guide their investment decisions. Leveraging his expertise in hosting elite family office gatherings, Denny will provide practical guidance on building meaningful relationships with family offices, what to expect when attending or sponsoring events, and strategic tips for standing out in this unique space.
Key Topics Include:
• Introduction to Family Offices & Understanding Priorities
• Building Long-Term Relationships & Approaching Family Offices
• Mistakes to Avoid and Winning Strategies
• Effective Event Engagement & Opportunities to Participate in DC Finance’s Events
Whether you're an entrepreneur, service provider, or capital raiser, this MasterClass offers a unique opportunity to gain a deeper understanding of the family office mindset. Learn actionable strategies for building relationships, positioning yourself effectively, and tapping into the growing influence of family offices in today’s investment landscape.